Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
Understand and communicate to clients, the risk involved with financial and investment strategies.
Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time.
Set goals and prioritize activities to maximize business growth and client satisfaction.
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