Senior Relationship Manager, CIMB Preferred Onshore

About the role

CIMB Singapore, which provides retail banking services since 2009 and offers conventional and Islamic products to personal and business customers, is hiring a Senior Relationship Manager for its CIMB Preferred segment. This is a full-time, on-site role in Singapore focused on managing and growing a portfolio of affluent clients through tailored wealth management, investment and banking solutions.

Key responsibilities

• Manage and grow a portfolio of affluent clients, delivering tailored wealth management, investment and banking solutions.
• Conduct regular financial reviews and identify cross-selling opportunities.
• Prospect for new clients and deepen existing relationships.
• Collaborate with product specialists to deliver integrated solutions.
• Maintain high service standards and comply with regulatory and internal guidelines.
• Stay updated on market trends, communicate product updates to clients and contribute to business development for the CIMB Preferred segment.

Required profile

• Prior experience managing affluent or priority banking clients, ideally in a regional or international banking environment.
• Relevant academic qualification in Finance, Business, Economics or a related field; professional certifications such as CMFAS, CFP or equivalent are an advantage.
• Ability to work in a fast-paced, performance-driven environment with strong ethical standards and a customer-centric approach.

Required skills

• Wealth management and investment advisory, including knowledge of deposits, unit trusts, bonds, insurance and structured solutions.
• Sales and business development, including prospecting, portfolio growth and cross-selling and up-selling.
• Understanding of banking operations, risk management and regulatory compliance in Singapore's financial services environment.