Private Wealth Relationship Manager, CSD - Preferred HQ MY

Sales Planning & Execution • To service Private Wealth customers base above RM 1,000,000 • To promote the Bank's investment & deposit products and services to Private Wealth customers • To actively acquire New-to-Private Wealth (NTPW) customers. • To provide fast and convenient off-site banking services to NTPW customers on : - New CASA & FD accounts opening - Handle all non-cash transactions • To complement branch on acquisition numbers. • To run Private Wealth activities to increase membership and deposit sales. • To be involved in Private Wealth customer acquisition programmes / events. • To lead and/or take part in all marketing activities. • To deliver sales pitch / presentations, with strong closing skills on Bank's products and services: - Comprehensive understanding of product features and benefits. - Knowledge of products and services offered by competitors in priority banking - Thorough familiarity and comply with Compliance process Customer Relationship • To actively retain & nurture existing Private Wealth base. • To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner. • To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers. • To provide advisory-based sales to Private Wealth customers. People Management • To encourage and promote teamwork by : - Providing assistance (e.g. training, knowledge sharing, covering of duties ) - Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences. - Maintaining a conducive and professional working relationship within the sales team. • To project professional business image at all times through high standards of housekeeping and personal grooming. • To participate in Continuous Professional Development Program Others • To undertake special assignments ad-hoc functions as when required. Compliance • To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines. • To comply with Code of Sales Ethics and Governance.