Wealth Management Business Leader

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

About the Role

Job Description

We 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 agents, lawyers, and developers, assigning sales leads to the team, and reviewing sales targets with the Head of Private Wealth Sales.

You will also be responsible for motivating and coaching the Private Wealth team, monitoring their performance, and exploring opportunities for improvement.

Apart from these key responsibilities, you will manage operational activities, develop strategies to improve customer experience and service quality, and build long-term relationships with key customers.

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 of Private Wealth Sales.
  • Allocate and communicate targets to Private Wealth team.
  • Motivate and coach Private Wealth team.
  • Monitor the team's performance and explore opportunities to improve performance.
  • Ensure the Private Wealth team is aware of the latest product information and sales techniques.
  • Manage Private Wealth team's operational activities.
  • Develop and implement strategies to improve customer experience as well as service quality.
  • Build and maintain long term and profitable relationships with key Private Wealth customers, including major depositors and valued customers.
  • Resolve customer issues and escalate all critical or unresolved issues to the Head of Private Wealth Sales.
  • Actively obtain feedback from Private Wealth customers and Private Wealth team on areas of improvement (e.g., product, process, pricing) and channel feedback to the Head of Private Wealth Sales.
  • Ensure compliance with internal and external regulatory requirements.
  • Actively recruit Private Wealth Relationship Managers.
  • Coordinate and participate in all CIMB Private Wealth events.

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