Strategic Wealth Development Manager

4 weeks ago


Singapore CIMB BANK BERHAD Full time

CIMB BANK BERHAD is seeking a highly motivated and results-driven Strategic Wealth Development Manager to join our team.

This role will play a key part in developing and implementing strategies to drive wealth growth for our clients.

We are looking for someone with a strong background in sales, customer service, and financial planning, who can build strong relationships with clients and deliver exceptional results.

About the Role:

  • To evaluate customers' needs and provide solutions in areas such as wealth protection and accumulation, retirement planning, estate preservation, and endowment planning.
  • To design and recommend wealth solutions that meet the objectives of clients.
  • To take initiative to plan and organize daily schedule for various sales generating activities.
  • To conduct daily calls to customers in their portfolio base to arrange for appointments and offer assistance.
  • To regularly update clients on their holdings and investment performance.
  • To achieve monthly sales targets for various banking products with consistency.
  • To fulfill training requirements set by the organization.
  • To ensure completeness and accuracy in application process to minimize reworks.

Requirements:

  • Minimum Diploma with local institutions.
  • RNF registered/Licensed Personal Banker.

Benefits:

  • A competitive salary of RM80,000 - RM120,000 per annum.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

Salary Range: RM80,000 - RM120,000 per annum. We offer a competitive salary range based on your experience and qualifications.



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