Preferred Relationship Manager

  • Kuching, Sarawak
  • Tetap
  • Sepenuh masa
  • 7 hari lepas
Company Description CIMB Group is a leading ASEAN universal bank, headquartered in Kuala Lumpur, Malaysia. As one of the largest Asian investment banks and one of the world&aposs largest Islamic banks, CIMB offers consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. With over 36,000 staff in 16 locations across ASEAN, Asia, and beyond, CIMB is the fifth-largest banking group in ASEAN. CIMB Bank and CIMB Islamic Bank are members of PIDM. Role Description This is a full-time on-site role for a Preferred Relationship Manager located in Kuching. The Preferred Relationship Manager will be responsible for managing and growing relationships with high-net-worth clients, providing financial advice, and offering customized banking and investment solutions. Day-to-day tasks include client acquisition and retention, portfolio management, cross-selling banking products, and ensuring client satisfaction through exceptional service. Qualifications Client Relationship Management, Customer Service, and Financial Advisory skills Experience in Wealth Management, Investment Planning, and Portfolio Management Sales and Marketing skills, including cross-selling and upselling Excellent communication and interpersonal skills Strong analytical and problem-solving abilities Bachelor&aposs degree in Finance, Business Administration, or a related field Relevant certifications (e.g., CFP, CFA) are a plus Proven experience in a similar role within the banking or financial services industry Show more Show less

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