Private Wealth Relationship Manager, Klcc Branch My

**Sales Planning & Execution**- To service Private Wealth customers base above RM 1,000,000- To promote the Bank's investment & deposit products and services to Private Wealth customers- To actively acquire New-to-Private Wealth (NTPW) customers.- To provide fast and convenient off-site banking services to NTPW customers on:- New CASA & FD accounts opening- Handle all non-cash transactions- To complement branch on acquisition numbers.- To run Private Wealth activities to increase membership and deposit sales.- To be involved in Private Wealth customer acquisition programmes / events.- To lead and/or take part in all marketing activities.- To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:- Comprehensive understanding of product features and benefits.- Knowledge of products and services offered by competitors in priority banking- Thorough familiarity and comply with Compliance process**Customer Relationship**- To actively retain & nurture existing Private Wealth base.- To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner.- To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers.- To provide advisory-based sales to Private Wealth customers.**People Management**- To encourage and promote teamwork by:- Providing assistance (e.g. training, knowledge sharing, covering of duties)- Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.- Maintaining a conducive and professional working relationship within the sales team.- To project professional business image at all times through high standards of housekeeping and personal grooming.- To participate in Continuous Professional Development Program**Others**- To undertake special assignments ad-hoc functions as when required.**Compliance**- To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.- To comply with Code of Sales Ethics and Governance.