Private Banking Relationship Manager

CIMB Niaga (Jakarta, Indonesia)

DKI Jakarta, Indonesia

CIMB Group is Malaysia’s second largest financial services provider and one of ASEAN’s leading universal banking groups. It offers consumer banking, investment banking, Islamic banking, asset management and insurance products and services. Headquartered in Kuala Lumpur, the Group is now present in 9 out of 10 ASEAN nations (Malaysia, Indonesia, Thailand, Singapore, Cambodia, Brunei, Vietnam, Myanmar and Laos). Beyond ASEAN, the Group has market presence in China, Hong Kong, Bahrain, India, Sri Lanka, Taiwan, the US, UK and Korea. CIMB Group is listed on the Malaysian stock exchange via CIMB Group Holdings Berhad. As at 30 June 2015, the Group had a market capitalization of USD46.4 billion and about 44,000 employees located in 17 countries.

About this position

The Private Banking Relationship Manager is responsible for building and maintaining a portfolio of High Net Worth (HNW) clients, ensuring their financial needs are met through tailored investment recommendations and solutions.

Responsibilities

• 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