CIMB

Relationship Manager - Funds and Insurance SG

CIMB  •  Singapore, SG (Onsite)  •  9 hours ago
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Job Description

Responsibilities:

  • To originate and on board new to bank clients in the respective client segments
  • To prepare / review / oversee facilities approvals, credit programs and documentation for this client segment in Singapore

  • To manage and maintain Know You Customer and respective Customer Due Diligence

  • To act as first line of defence to all risk aspects to this segment of customers

  • To own and manage relevant P/L relating to the segment of clients
  • To spearhead and cover Insurance and local funds client segment
  • Perform credit (with CRA) and active marketing activities for this client segment

  • Cross selling within products of the bank in the respective client segments

  • Perform as senior mentor to junior relationship managers in the same unit
  • Perform credit (with CRA) and marketing activities for funds and insurance

  • To prepare / review / oversee facilities approvals, documentation and drawdown for this client segment in Singapore

  • To originate and on board new to bank clients in the respective client segments

  • To champion bank wide initiatives / projects resulting in top line impact to the bank in relations to this segment of customers

  • Serving as the primary interface with the obligor / counterparty and responsible for customer due to diligence process and managing information flow

  • Assessing client suitability to ensure the appropriateness of financial products offered to clients

  • Ensuring compliance with all related Group policies, procedures, risk appetite and all relevant laws, banking regulations and guidelines

  • To manage and maintain Know You Customer and respective Customer Due Diligence

  • To act as first line of defence to all risk aspects to this segment of customers

  • To own and manage relevant P/L relating to the segment of clients

  • Provide leadership, direction and mentorship to a team of Relationship Manager

  • Foster strong working relationship and collaboration between internal stakeholders

Requirements:

Qualifications

  • Degree holder

Relevant Work Experience

  • Minimum 5 years of relationship management or markets sales experience with this client segment in relevant industry

Competencies/Skills

  • Relevant experience in managing clients from Insurance / Fund Mgt industry

  • Must have good relevant institutional relationships

  • Strong relationship management and people engagement skills

  • Strong analytical skills with good understanding in treasury product relevant credit risk analysis.

  • Good understanding of relevant financial markets services products

  • Good management, written and communication skills

  • Self-motivated and result-oriented

  • Good potential to manage a small RM team

  • Team player

CIMB

About CIMB

CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks.

We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond.

CIMB Bank and CIMB Islamic Bank are members of PIDM.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Kuala Lumpur, MY
Year Founded
Unknown
Website
cimb.com
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