Search by job, company or skills

C

Staff Get Staff - Private Wealth Relationship Manager MY

CIMB THAI
Malaysia
5-7 Years

This job is no longer accepting applications

new job description bg glownew job description bg glownew job description bg svg
  • Posted 3 months ago

Job Description

Job Description :

Key Responsibilities

  • Service Private Wealth customers (AUM - RM 1,000,000).
  • Promote the Bank's investment & deposit products and services to Private Wealth customers.
  • Actively acquire New-to-Private Wealth (NTPW) customers.
  • Provide fast and convenient off-site banking services to all clients.
  • Run Private Wealth activities to increase membership and deposit sales.
  • Deliver sales pitches / presentations.
  • Build and maintain relationship with Private Wealth customers.
  • Respond to queries and complaints in a timely manner.
  • Identify and share new ideas and approaches to increase sales and enhance customer experience.
  • Participate in continuous professional development program.
  • Ensure compliance with applicable regulatory framework / guidelines and the Group's policies and procedures.

Key Requirements

  • A degree in finance, economics, business administration or a related field.
  • At least 5 years of experience managing client portfolios, providing financial advice and working closely with high-net-worth individuals.
  • The applicant must have the IPPC.

More Info

Job Type:
Permanent Job
Industry:
Banking/Accounting/Financial Services
Function:
Finance
Employment Type:
Full time

About Company

CIMB THAI

CIMB Thai Bank Public Company Limited, previously known as Bank Thai Public Company Limited, was established in 1998 with the Financial Institutions Development Fund (FIDF) as the major shareholder. On 5 November 2008, CIMB Bank Berhad became the largest shareholder in Bank Thai and on 4 May 2009, the Bank completed the registration of its new name: "&#3608&#x3B;&#3609&#x3B;&#3634&#x3B;&#3588&#x3B;&#3634&#x3B;&#3619&#x3B; &#3595&#x3B;&#3637&#x3B;&#3652&#x3B;&#3629&#x3B;&#3648&#x3B;&#3629&#x3B;&#3655&#x3B;&#3617&#x3B;&#3610&#x3B;&#3637&#x3B; &#3652&#x3B;&#3607&#x3B;&#3618&#x3B; &#3592&#x3B;&#3635&#x3B;&#3585&#x3B;&#3633&#x3B;&#3604&#x3B; (&#3617&#x3B;&#3627&#x3B;&#3634&#x3B;&#3594&#x3B;&#3609&#x3B;)" in Thai and "CIMB Thai Bank Public Company Limited" in English. This name change reflects the official transition of Bank Thai from being a single company to a member of CIMB Group.

Job ID: 126083621

Jobs by Skill - IT
Jobs by Skill - Non IT
International Jobs
Last Updated: 09-12-2025 05:55:52 PM
Homejobs in MalaysiaStaff Get Staff - Private Wealth Relationship Manager MY