Private Banking Relationship Manager
Job description :
· Build portfolio of HNW by acquiring new clients and maintain trust-based relationship with existing clients in order to grow client’s holdings with the bank
· Engage with client regularly in order to understand, analyze their current and long term needs and propose the investment recommendation to achieve their goals
· Able to assist HNW in providing the best financial solution for individual and their business by leveraging PB and CIMB Group platform
· Monitor client’s portfolio regularly, do rebalancing portfolio if needed according to market conditions and client’s financial situation and needs.
· Keep updated with current local and global market and economics conditions, gather information from internal and external sources
· Able to work as a team
· Responsible to achieve personal and team target
Requirements :
· Has minimum 4 years’ experience and ability to acquire and serve High Net Worth individuals clients
· Has broad knowledge in banking and financial system and preferably who has a good knowledge in wealth management.
· Able to analyze client’s overall financial needs along with their risk profile and investment experience
· Has a strong self-motivation to achieve personal and team target
· A team player with professional work ethic, innovative and able to cope under pressure.
· Has an excellent interpersonal and communication skills
· High personal integrity and adhere to compliance standard
Job description :
· Build portfolio of HNW by acquiring new clients and maintain trust-based relationship with existing clients in order to grow client’s holdings with the bank
· Engage with client regularly in order to understand, analyze their current and long term needs and propose the investment recommendation to achieve their goals
· Able to assist HNW in providing the best financial solution for individual and their business by leveraging PB and CIMB Group platform
· Monitor client’s portfolio regularly, do rebalancing portfolio if needed according to market conditions and client’s financial situation and needs.
· Keep updated with current local and global market and economics conditions, gather information from internal and external sources
· Able to work as a team
· Responsible to achieve personal and team target
Requirements :
· Has minimum 4 years’ experience and ability to acquire and serve High Net Worth individuals clients
· Has broad knowledge in banking and financial system and preferably who has a good knowledge in wealth management.
· Able to analyze client’s overall financial needs along with their risk profile and investment experience
· Has a strong self-motivation to achieve personal and team target
· A team player with professional work ethic, innovative and able to cope under pressure.
· Has an excellent interpersonal and communication skills
· High personal integrity and adhere to compliance standard