Relationship Manager, Private Banking - Sales Region 2 - Team KL4 MY

Relationship Manager, Private Banking - Sales Region 2 - Team KL4 MY

5-8 years
Not Specified

Job Description

  • Manage clients wealth and ensure their financial needs are handled efficiently, professionally and in a timely manner.
  • 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.
  • Ensure that financial strategies for client portfolios are kept current and reviewed regularly.
  • Bachelor's degree, in any field.
  • Possess strong communication skills.
  • Computer literate.
  • Candidates with work experience in a financial institution, preferably in a client advisory role, will be given priority.


CIMB Group Holdings Berhad (MYX: 1023) is a Malaysian universal bank headquartered in Kuala Lumpur and operating in high growth economies in ASEAN. CIMB Group is an indigenous ASEAN investment bank. CIMB has a wide retail branch network with 1,080 branches across the region.[3]

The group operates under several entities, which include CIMB Investment Bank, CIMB Bank, CIMB Islamic, CIMB Niaga, CIMB Securities International and CIMB Thai. The group's business activities are primarily in the areas of Consumer Banking, Wholesale Banking, comprising Investment Banking and Corporate Banking, Treasury & Markets, and Group Strategy & Strategic Investments, with its core markets being Malaysia, Indonesia, Singapore and Thailand. CIMB Islamic operates in parallel with these businesses, in line with the group's dual banking model.[4][5]

The group has over 40,000 employees located in 18 countries, covering ASEAN and major global financial centres, as well as countries in which its customers have significant business and investment dealings.[6]

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