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Develop and maintain high net worth client relationships to grow assets under management and achieve business profitability targets. Collaborate with internal business units and regional offices to provide comprehensive financial, investment, and wealth management solutions.
Requires a university degree in a relevant field and a minimum of 5-7 years of experience in relationship management or banking. Candidates must hold CACS certification and possess strong knowledge of capital markets, risk management, and estate planning.
Strategy and Planning
Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives
Promote CIMB Private Banking brand and products, and continually enhance value propositions and products offering which will add value to both the bank as well as clients
Works closely with other PB offices across the Group to provide bank wide solutions to high net worth clients
Business Performance and Management
People Management
Regulatory Compliance
Requirements:
Qualifications
Professional Qualification and/or Regulatory, Licensing Requirements
Relevant Work Experience
Technical/Functional Skills
Personal Skills (Soft Competencies)
Strong interpersonal skills with external and internal clients with keen interest in client services
Mature & experienced in handling various types of client scenarios.
Understands the profile of various High Net Worth individuals in order to deliver excellent holistic service
Sales driven and compliance consciousness
Detail oriented, adapt at problem solving
Comfortable in working in fast paced environment
Located in ASEAN’s global financial gateway, CIMB Singapore launched their retail banking operations in September 2009. Leveraging on CIMB Group’s extensive regional network and resources, we offer banking solutions curated to every financial need across conventional and Islamic products and services for both Business and Personal Banking.
Offices: 30 Raffles Place, #03-03, Singapore, Singapore 048622, SG
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