Job Description

Responsibilities:

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

• Achieve AUM, profitability and any other target as set by Management
• Demonstrate the ability to build and maintain the client base through analyzing needs and proactively implementing/monitoring solutions to meet client needs
• Analyses & Identifies investment and credit solution gaps with suitable recommendations based on Client’s Investment Personality Profiler
• Cooperate closely with other PB bankers for client referrals and execution of cross-border deals
• Focus on networking activities with clients, referrals and prospects
• Proactively establish working relationship with internal business units to provide comprehensive financial and wealth management solutions to target clients
• Meet or exceed KPI set by Management/Supervisors so as to ensure overall business profitability goals assessment

People Management

• To work well with their assistants, Client Service Managers

Regulatory Compliance

• Establish and carry out activities to ensure sales processes are in accordance with bank’s policies/procedures and respective markets’ regulations

Requirements:

Qualifications

• University Degree or equivalent qualification in Business Administration, Banking, Finance, Economics or related field

Professional Qualification and/or Regulatory, Licensing Requirements

• CACS certification and any other relevant regulatory requirements

Relevant Work Experience

• Minimum of 5-7 years experience and a proven track record of success in building relationships and developing new client relationships

Technical/Functional Skills

• Strong background in investments, corporate finance, banking or related advisory services
• Good product knowledge - Capital Markets, Risk Management, Investment Management, and Trust and Estate Planning would be an advantage

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