Deposit Portfolio Manager

2 weeks ago


Klang City, Malaysia CIMB Full time

A key role at CIMB Bank is the Deposit Portfolio Manager, responsible for developing and maintaining client relationships, promoting deposit products and services, and meeting sales targets. This position involves providing financial advice, resolving customer issues, and ensuring compliance with banking regulations.

Main Responsibilities:

  1. Clients Management: Build and maintain strong relationships with clients to ensure high levels of customer satisfaction and retention.
  2. Sales Promotion: Actively promote CIMB's deposit products and services to existing and potential clients, identifying opportunities to cross-sell and meet sales targets.
  3. Financial Advisory Services: Provide tailored financial advice to clients, understanding their financial requirements and advising on appropriate deposit products.
  4. Regulatory Compliance: Ensure adherence to regulatory requirements, internal policies, and procedures regarding deposits. Monitor and manage risks related to deposits, ensuring alignment with CIMB's risk framework.

Necessary Qualifications:

  1. Educational Background: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  2. Professional Experience: Experience in the banking or financial services industry, with a focus on relationship management and customer service.
  3. Key Skills: Strong sales and customer relationship management skills. Knowledge of deposit products and financial services. Effective communication and interpersonal skills. Ability to analyze financial data and provide recommendations.
  4. Seniority Level: Entry-level
  5. Employment Type: Full-time
  6. Job Function: Sales and Business Development


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