Senior Relationship Manager, CIMB Preferred Onshore

Company Description CIMB Singapore operates in ASEAN's global financial gateway and has been providing retail banking services since 2009. As part of CIMB Group, the bank leverages a strong regional network and resources to deliver comprehensive banking solutions. CIMB Singapore offers a full suite of conventional and Islamic financial products and services tailored to both Business and Personal Banking customers. Team members benefit from regional exposure, customer-focused innovation, and opportunities to build expertise in diversified financial solutions.

Role Description The Senior Relationship Manager, CIMB Preferred Onshore, is a full-time, on-site role based in Singapore. This role is responsible for managing and growing a portfolio of affluent clients, providing tailored wealth management, investment, and banking solutions to meet clients financial goals. The Senior Relationship Manager will conduct regular financial reviews, identify cross-selling opportunities, and collaborate with product specialists to deliver integrated solutions. Day-to-day responsibilities include prospecting for new clients, deepening existing relationships, ensuring high service standards, and maintaining compliance with regulatory and internal guidelines. The role also involves staying updated on market trends, communicating product updates to clients, and contributing to business development initiatives for the CIMB Preferred segment.

Qualifications

• Strong client relationship management skills, including the ability to build trust, understand complex financial needs, and deliver personalized solutions.
• Proficiency in wealth management and investment advisory, with knowledge of products such as deposits, unit trusts, bonds, insurance, and structured solutions.
• Solid sales and business development abilities, including prospecting, portfolio growth, and identifying cross-selling and up-selling opportunities.
• Excellent communication and interpersonal skills, with the ability to present financial concepts clearly and work effectively with internal stakeholders.
• Sound understanding of banking operations, risk management, and regulatory compliance in Singapore's financial services environment.
• Relevant academic qualifications in Finance, Business, Economics, or a related field; professional certifications such as CMFAS, CFP, or equivalent are an advantage.
• Prior experience managing affluent or priority banking clients, ideally in a regional or international banking environment.
• Ability to work in a fast-paced, performance-driven environment, with strong ethical standards and commitment to customer-centric service.