Private Wealth Development Manager

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

Career Opportunities at CIMB

About CIMB

CIMB 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 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.
What We Offer

We offer a competitive salary package, comprehensive benefits, and opportunities for career growth and development.

We value our employees' contributions and provide a supportive work environment that fosters collaboration and innovation.

  • Private Wealth Management Expert

    5 days ago

    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...

  • Private Wealth Consultant

    3 days ago

    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...

  • AVP, Estate Planning Consultant

    3 weeks ago

    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...

  • Financial Consultant

    5 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Key ResponsibilitiesImplement and drive investment strategies for private wealth clients to achieve pre-set targets.Jointly develop and execute sales calls with Client Advisors to promote investment products.Conduct research, analysis, and write-ups on funds, equities, and market updates to inform investment decisions.Provide expert advice on asset...

  • Private Wealth Advisor

    5 days ago

    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'...

  • Regional Heads, Private Wealth

    1 hour ago

    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...

  • Wealth Management Business Leader

    2 weeks ago

    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...

  • Manager, Private Wealth Management

    1 hour ago

    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...

  • Private Wealth Solutions Specialist

    6 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    About the RoleWe are seeking a Private Wealth Solutions Specialist to join our team. The successful candidate will be responsible for developing relationships with Private Bankers and other Referral Sources within their assigned territories.The ideal candidate will have 5-10 years of relevant experience in the financial industry, preferably in life insurance...

  • Private Wealth Manager

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AFFIN Group Full time

    AFFIN Group is a leading financial institution in Kuala Lumpur, Malaysia. We are seeking an experienced Private Wealth Manager to join our team.Job PurposeThe primary objective of this role is to acquire, grow, and deepen relationships with high net worth (HNW) clients through effective relationship management while achieving targets...