Private Wealth Relationship Manager, CSD - Preferred HQ MY

Sales Planning & Execution

• To service Private Wealth customers base above RM 1,000,000

• To promote the Bank's investment & deposit products and services to Private Wealth customers

• To actively acquire New-to-Private Wealth (NTPW) customers.

• To provide fast and convenient off-site banking services to NTPW customers on :

• New CASA & FD accounts opening

• Handle all non-cash transactions

• To complement branch on acquisition numbers.

• To run Private Wealth activities to increase membership and deposit sales.

• To be involved in Private Wealth customer acquisition programmes / events.

• To lead and/or take part in all marketing activities.

• To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:

• Comprehensive understanding of product features and benefits.

• Knowledge of products and services offered by competitors in priority banking

• Thorough familiarity and comply with Compliance process

Customer Relationship

• To actively retain & nurture existing Private Wealth base.

• To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner.

• To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers.

• To provide advisory-based sales to Private Wealth customers.

People Management

• To encourage and promote teamwork by :

• Providing assistance (e.g. training, knowledge sharing, covering of duties )

• Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.

• Maintaining a conducive and professional working relationship within the sales team.

• To project professional business image at all times through high standards of housekeeping and personal grooming.

• To participate in Continuous Professional Development Program

Others

• To undertake special assignments ad-hoc functions as when required.

Compliance

• To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.

• To comply with Code of Sales Ethics and Governance.