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.