Private Wealth - RM (Junior - Senior)

Job Purpose:

• Sell the Bank’s investment products i.e. deposit, bancassurance, mutual fund, Structured products, Debenture and Other Investment products.

Job Description:

• Expand and explore new Preferred Banking customers.
• Responsible for the sales target of Preferred Banking.
• Grow CIMB Preferred Banking sales product AUM, CUM, Bancassurance, new customer acquisition and products under distribution.
• Advice individual customer for the suitable investment product to ensure the portfolio performs as target by incorporates his/her target and risk in the plan.
• Build and deepen relationships with existing and new customers and update on clients' investment report.
• Provide professional customer service to achieve a high level of customer satisfaction and retention.

Qualifications:

• Bachelor's Degree or Higher in related field
• At least 2 years experience in Banking / Insurance industries handling Upper Affluent/High Net Worth customers
• Investment Consultant License (IC Complex1) or IP. / Life Insurance Broker License (LIB) / Non-life Insurance Broker License (NIB)
• Excellent skill in client handling, communication organization, problem solving and conflict management

Required Competencies and Skills:

• Sales and service
• Negotiation Skills
• Conflict Management skills
• Products Knowledges

*Remark: The Bank requires the verification of criminal records prior consideration for employment to ensure secured and maintain standards of the organization.

Contact: Phimlaphai Li.

Mail: [email protected]

Mobile: 084-356-6008.

Website: www.cimbthai.com