Private Wealth Relationship Manager, Klcc Branch My
7 months ago
**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 opening
- Handle all non-cash transactions
- To complement branch on acquisition numbers.
- To run Private Wealth activities to increase membership and deposit sales.
- To be involved in Private Wealth customer acquisition programmes / events.
- To lead and/or take part in all marketing activities.
- To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:
- Comprehensive understanding of product features and benefits.
- Knowledge of products and services offered by competitors in priority banking
- Thorough familiarity and comply with Compliance process
**Customer Relationship**
- To actively retain & nurture existing Private Wealth base.
- To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner.
- To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers.
- To provide advisory-based sales to Private Wealth customers.
**People Management**
- To encourage and promote teamwork by:
- Providing assistance (e.g. training, knowledge sharing, covering of duties)
- Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.
- Maintaining a conducive and professional working relationship within the sales team.
- To project professional business image at all times through high standards of housekeeping and personal grooming.
- To participate in Continuous Professional Development Program
**Others**
- To undertake special assignments ad-hoc functions as when required.
**Compliance**
- To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
- To comply with Code of Sales Ethics and Governance.
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