Deskripsi Pekerjaan
Are you a high-performing banking professional looking to elevate your career? CIMB Group Holdings Berhad is seeking a dynamic Preferred Relationship Manager to join our expanding team in East Malaysia. This is a pivotal role where your ability to build meaningful client relationships directly influences our regional growth and your own professional trajectory.
As a Preferred Relationship Manager, you will serve as a trusted advisor to our high-net-worth clients, providing bespoke financial solutions that align with their personal and professional aspirations. You will enjoy a competitive remuneration package, comprehensive performance incentives, and unparalleled opportunities for regional career advancement within one of ASEAN's leading universal banks.
We are looking for individuals who possess a strong drive for excellence and a passion for financial advisory. If you are ready to unlock a limitless career path and make a tangible impact in the banking industry, we invite you to apply today.
Tanggung Jawab
- Manage and grow a dedicated portfolio of preferred banking clients through proactive engagement and needs-based financial planning.
- Develop and implement personalized wealth management strategies, including investments, insurance, and financing solutions.
- Identify new business opportunities and acquire new-to-bank high-net-worth clients to expand market share in Sabah and Sarawak.
- Conduct regular financial portfolio reviews to ensure client needs are met amidst changing market conditions.
- Maintain high levels of customer service standards to ensure long-term client loyalty and retention.
- Collaborate with internal product specialists to deliver comprehensive financial advice and cross-selling opportunities.
- Ensure full compliance with banking regulations, internal policies, and anti-money laundering (AML) guidelines.
Kualifikasi
- Bachelor’s Degree in Finance, Business, Economics, or a related discipline.
- Minimum 3-5 years of experience in relationship management, wealth management, or financial advisory.
- Strong knowledge of investment products, unit trusts, insurance, and dual-currency investments.
- Possess relevant industry certifications (e.g., PCE, CEILLI, FPAM/CFP is an added advantage).
- Excellent communication, interpersonal, and negotiation skills with a focus on building trust.
- High level of self-motivation and a proven track record of meeting sales KPIs.
- Fluency in English and Bahasa Malaysia; ability to speak local dialects in East Malaysia is highly regarded.