Senior Relationship Manager, CIMB Preferred Onshore

Company Description CIMB Singapore is part of CIMB Group, a leading universal bank in ASEAN, and operates in one of the region's key global financial gateways. Since launching retail banking operations in 2009, CIMB Singapore has focused on serving both personal and business clients with a comprehensive range of financial solutions. The bank leverages CIMB Group's extensive regional network to provide access to diverse markets and specialized expertise. Its offerings span conventional and Islamic banking products and services, curated to meet different financial needs. Team members benefit from a dynamic, customer-focused environment with opportunities to grow in regional banking.

Role Description The Senior Relationship Manager, CIMB Preferred Onshore, is a full-time, on-site role based in Singapore. This role focuses on managing and growing a portfolio of high-net-worth and affluent clients through proactive engagement and tailored wealth management solutions. Day-to-day responsibilities include conducting regular portfolio reviews, identifying clients financial goals, and recommending appropriate investment, insurance, and banking products. The Senior Relationship Manager will deepen client relationships by providing personalized advisory, ensuring high service standards, and coordinating with product and operations teams to deliver seamless end-to-end solutions. The role also involves achieving sales and revenue targets, monitoring market developments, ensuring compliance with regulatory and internal policies, and participating in client events and networking activities to acquire new clients.

Qualifications

• Strong relationship management and client advisory skills, with proven experience serving affluent or high-net-worth clients.
• Solid knowledge of wealth management, investment products, insurance solutions, and banking services, including both conventional and Islamic offerings.
• Excellent communication, negotiation, and presentation skills, with the ability to explain complex financial concepts clearly.
• Demonstrated ability to meet sales, revenue, and portfolio growth targets in a competitive financial services environment.
• Sound understanding of regulatory requirements, risk management, and compliance standards in Singapore's banking and wealth management sector.
• Strong analytical and problem-solving abilities, with capability to conduct portfolio reviews and identify suitable financial strategies.
• Ability to collaborate effectively with internal stakeholders, including product, operations, and compliance teams, to deliver seamless client service.
• Bachelor's degree in Finance, Business, Economics, or a related discipline; relevant professional certifications (e.g., CMFAS, CFP, CFA) are an advantage.
• Prior experience in a similar relationship management role within a bank or financial institution in Singapore is strongly preferred.