Key Responsibilities :
1.Provide investment advisory services tailored to individual client goals and risk profiles to ensure portfolio alignment and performance.
2.Acquire new-to-bank customers through proactive outreach and relationship-building activities.
3.Promote and sell the Bank’s wealth, investment and financial products, including deposits, bancassurance, mutual funds, structured products, debentures, and other investment solutions.
4.Cross-sell a full suite of CIMB Thai’s products to deepen client relationships and meet financial needs.
5.Drive growth in Assets Under Management (AUM), bancassurance premiums, and new customer acquisition.
6.Maintain and strengthen relationships with existing clients by providing regular portfolio updates and personalized financial reviews.
Qualifications & Skills :
•Bachelor’s degree in Finance, Business, Economics, or a related field.
•Strong interpersonal and communication skills with a client-focused mindset.
•Knowledge of investment products, financial planning, and regulatory requirements.
•Ability to work collaboratively in a dynamic, performance-driven environment.
•Preferrable license requirements of Single License, Life Insurance License, and Non-life Insurance License.
With operations that span 15 different markets across the region, the opportunity to expand your experience, test your capabilities, and exhibit your resilience is ample. #teamCIMB is always keen to welcome the ones who are ready to make that very special difference – for themselves and the bank.
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.
