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Private Banking Relationship Manager

Salary undisclosed

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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