Associate Director, Private Banking - Sales Region 1 - Team KL9 MY

Associate Director, Private Banking - Sales Region 1 - Team KL9 MY

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Job Description

  • Managing clients wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
  • Develop and maintain a comprehensive understanding of clients financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
  • Understand and communicate to clients, the risk involved with financial and investment strategies.
  • Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
  • Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time.
  • Set goals and prioritize activities to maximize business growth and client satisfaction.
  • Work collaboratively with team members and other functions within the business.
  • Comply with CIMB Private Banking Policies & Procedures, Code of Conduct and all regulations/notices/guidelines issued by Bank Negara Malaysia, Securities Commission of Malaysia and Bursa Malaysia.
  • Candidates must have at least a minimum of three years of work experience.
  • Candidates with work experience with financial institutions (preferably in client relationship and/or client advisory roles) will be given priority.
  • All CFA and CFP holders are encouraged to apply.

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