Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
•Receive a submission from the assigned dealer and initiate document collection. Transfer the documents to the Processing executive to proceed with the process.
Drive cross-border and product collaboration across CIMB’s regional network to deepen client relationships, grow share of wallet and deliver integrated solutions across financing, transaction banking, markets and advisory.