Job Description

:Responsibilities:Strategy and Planning

• Design and implement strategic plans in developing and maintaining CIMB Private Banking client base and growing the revenue and asset under management to achieve business objectives.
• Promote CIMB Private Banking brand and products, and continually enhance value propositions and products offering which will add value to both the bank as well as clients.
• Works closely with other PB offices across the Group to provide bank wide solutions to high net worth clients.

Business Performance and Management

• Achieve AUM, profitability and any other target as set by Management.
• Demonstrate the ability to build and maintain the client base through analyzing needs and proactively implementing/monitoring solutions to meet client needs.
• Analyses & Identifies investment and credit solution gaps with suitable recommendations based on Client\'s Investment Personality Profiler.
• Cooperate closely with other PB bankers for client referrals and execution of cross-border deals.
• Focus on networking activities with clients, referrals and prospects.
• Proactively establish working relationship with internal business units to provide comprehensive financial and wealth management solutions to target clients.
• Meet or exceed KPI set by Management/Supervisors so as to ensure overall business profitability goals assessment.

People Management

• To work well with their assistants, Client Service Managers.

Regulatory Compliance

• Establish and carry out activities to ensure sales processes are in accordance with bank\'s policies/procedures and respective markets\' regulations.

Requirements:Qualifications

• University Degree or equivalent qualification in Business Administration, Banking, Finance, Economics or related field

Professional Qualification and/or Regulatory, Licensing Requirements

• CACS certification, and any other relevant regulatory requirements

Relevant Work Experience

• Minimally 5-7 years of experience, and a proven track record of success in building relationships and developing new client relationships

Technical/Functional Skills

• Strong background in investments, corporate finance, banking or related advisory services
• Good product knowledge - Capital Markets, Risk Management, Investment Management, and Trust and Estate Planning would be an advantage

Personal Skills (Soft Competencies)

• Strong interpersonal skills with external and internal clients with keen interest in client services
• Mature & experienced in handling various types of client scenarios.
• Understands the profile of various High-Net-Worth individuals in order to deliver excellent holistic service
• Sales driven and compliance consciousness
• Detail oriented, adapt at problem solving
• Comfortable in working in fast paced environment

CIMB