Current jobs related to Private Wealth Relationship Manager - Kuala Lumpur, Kuala Lumpur - CIMB


  • Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    Career Opportunities at CIMBAbout CIMBCIMB is a leading financial institution in Malaysia, providing a wide range of financial services to individuals, businesses, and institutions.We are seeking a highly motivated and experienced individual to join our Private Wealth team as a Private Wealth Development Manager.In this role, you will be responsible for...


  • Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Job ProfileThis is a dynamic and challenging opportunity to work as a Private Wealth Management Expert, providing quality wealth advisory services and financial product recommendations to High Net Worth Private Clients.The successful candidate will be responsible for enhancing franchise value by cross-selling appropriate wealth solutions based on an...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full time

    Job Opportunity: Wealth Management ConsultantWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner for the world's most respected private banks, family offices, law, and tax advisory firms. As an independent life insurance broker, we specialize in procuring life insurance products, ranging from traditional...


  • Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Job Description:We are looking for a highly skilled Private Banker to drive business growth through strategic relationships with high net worth individuals.Your key responsibility is to provide exceptional client service and apply market knowledge in advisory, managed, and discretionary portfolio management to promote the full product range and meet clients'...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Kenanga Group Full time

    JOB PURPOSE/OBJECTIVELead a team of Relationship Managers to develop business relationships and clientele base with the High Net Worth segment.KEY RESPONSIBILITIESMonitor sales performance and ensure progress of sales targets, while ensuring feedback iscommunicated to team.Plan, manage, and execute sales related activities to promote KIB private wealth in...


  • Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Leadership RoleThis position involves leading a team of Relationship Managers in developing business relationships with High Net Worth clients.ResponsibilitiesLead Team: Lead a team of Relationship Managers in developing business relationships and expanding the clientele base.Sales Performance: Monitor sales performance and ensure that sales targets are met,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time

    3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Howden Private WealthAbout UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AFFIN Group Full time

    AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJoin or sign in to find your next jobJoin to apply for the Manager, Private Wealth Management role at AFFIN GroupDevelop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.ResponsibilitiesDeliver comprehensive Wealth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Role SummaryWe are seeking a Private Client Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for meeting with clients directly, developing relationships with private bankers and referral sources, and presenting our planning concepts and life insurance solutions to potential clients.The ideal...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    About the RoleJob DescriptionWe are seeking a results-driven individual to join our Private Wealth team as a Wealth Management Business Leader.In this role, you will be responsible for developing and executing sales plans and activities to drive business growth. Key responsibilities include acquiring new leads through corporate talks and partnerships with...

Private Wealth Relationship Manager

1 month ago


Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Private Wealth Relationship Manager

Get AI-powered advice on this job and more exclusive features.

  • 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.
  • 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.
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development and Sales

Industries

Banking

#J-18808-Ljbffr