About this role
Key Responsibilities
• Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards. • Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned. • Understand and communicate to clients, the risk involved with financial and investment strategies. • Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly. • Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time. • Set goals and prioritize activities to maximize business growth and client satisfaction. • Work collaboratively with team members and other functions within the business. • Comply with CIMB Private Banking Policies & Procedures, Code of Conduct and all regulations/notices/guidelines issued by Bank Negara Malaysia & Securities Commission of Malaysia.
Key Requirements
• Candidates must have at least a minimum of three years of work experience. • Candidates with work experience with financial institutions (preferably in client relationship and/or client advisory roles) will be given priority. • All CFA and CFP holders are encouraged to apply.