Private Wealth Relationship Manager, Menara Cimb Kl

**Key Responsibilities**: - To service Private Wealth customers base above RM1m. - To promote the Bank's investment & deposit products and services to Private Wealth customers - To actively acquire New-to-Private Wealth (NTPW) customers. - To provide fast and convenient off-site banking services to NTPW customers on new CASA & FD accounts opening & to...

**Sales Planning & Execution** - To service Private Wealth customers base above RM 1,000,000 - To promote the Bank's investment & deposit products and services to Private Wealth customers - To actively acquire New-to-Private Wealth (NTPW) customers. - To provide fast and convenient off-site banking services to NTPW customers on: - New CASA & FD accounts...

**Key Responsibilities** - Develop, innovate, execute and communicate sales plans and activities. - Acquire new leads (e.g. by attending corporate talks, by networking with agents, lawyers and developers). - Assign sales leads and referrals (if any) to the sales team and ensure prompt action is taken. - Review sales target for Private Wealth team with Head...

As second line of defence and part of the CIMB Private Banking Risk / Group Risk team, you shall be: - providing independent risk oversights for activities undertaken by CIMB Private Banking Malaysia ("PBM"). - providing independent credit assessment and recommendations on credit proposals originating from PBM. - providing independent credit portfolio level...

**Key Responsibilities**: - Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. - Manage customer relationships to increase share of wallet under the "Farmer" concept. - Provide financial planning advice to customers - focusing on Wealth Management Products. - Take initiative and run activities...

**Key Responsibilities** - Responsible for providing sound and well-researched investment advice to Relationship Managers (Private Bankers) in areas of specialization (Equity Linked Investments (ELI) and Direct Equity). - Prepare reports on investment ideas for ELI and Direct Equity based on fundamental analysis. - Communicate ELI and direct equity...

Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet customer's financial needs. • To actively identify and pursue sales opportunity by : ─ Generating new leads...

Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet customer's financial needs. • To actively identify and pursue sales opportunity by : ─ Generating new leads...

**Key Responsibilities** - Assist Private Bankers on daily administrative and operational tasks and attend to clients’ instructions precisely and in a timely manner. - Assist Private Bankers in managing and reviewing their client bases to ensure optimal productivity and compliance. - Identify and act on any potential cross-selling opportunities. - Liaise...

**JOB DESCRIPTION** **PREFERRED RELATIONSHIP MANAGER (PRM)** - Retail & Preferred Branch- Branch Manager- Dotted line to Preferred Segment Manager- - Asset Under Management (AUM) - Deposits **KEY RESPONSIBILITIES** - To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To...

Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet customer's financial needs. To actively identify and pursue sales opportunity by : ─ Generating new leads through asking for...

Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet customer's financial needs. To actively identify and pursue sales opportunity by : ─ Generating new leads through asking for...

Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet customer's financial needs. To actively identify and pursue sales opportunity by : ─ Generating new leads through asking for...

Sales Planning & Execution- To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals. - To provide fast and convenient off-site banking services to...

KEY RESPONSIBILITIES- Sales Planning & Execution- To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals. - To provide fast and convenient...

Manage business development and expansion of Green, Social & Sustainable Impact Product & Services (GSSIPS), working closely with relevant Business Units to maximise our positive impacts, to help achieve the Group’s Net Zero 2050 ambition. - Work with business units to identify areas of opportunities (e.g. in climate finance, power/renewables,...

**KEY RESPONSIBILITIES** - **Sales Planning & Execution** - To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals. - To provide fast and...

The incumbent will be responsible for leading the sustainable finance practice of CIMB Group, in line with the Group’s vision of being a Sustainability leader in ASEAN. The Head of Sustainable Finance will drive sustainable finance business development across the ASEAN region, working closely with Business Unit Heads from Group Wholesale Banking,...

To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals. - To provide fast and convenient off-site banking services to NTB and NTP customers...

Manage business development and expansion of Green, Social & Sustainable Impact Product & Services (GSSIPS), working closely with relevant Business Units to maximise our positive impacts, to help achieve the Group's Net Zero 2050 ambition. Work with business units to identify areas of opportunities (e.g. in climate finance, power/renewables, transportation,...