Associate Director, Private Banking & Wealth Advisory

Malaysia

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Job Description

Key Responsibilities

• Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
• Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
• Understand and communicate to clients, the risk involved with financial and investment strategies.
• Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
• Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time.
• Set goals and prioritize activities to maximize business growth and client satisfaction.