Senior Relationship Manager, CIMB Preferred Onshore

Company Description CIMB Group is a leading ASEAN universal bank and one of the largest Asian investment and Islamic banks, offering a broad range of consumer, commercial, wholesale, Islamic banking, and asset management services. Headquartered in Kuala Lumpur, Malaysia, CIMB operates across 16 locations in ASEAN, Asia, and beyond, supported by a workforce of over 36,000 employees. As the fifth largest banking group in ASEAN, CIMB provides extensive regional reach and diverse career development opportunities. CIMB Bank and CIMB Islamic Bank are members of PIDM, underscoring the group's commitment to financial stability and customer protection. Professionals joining CIMB can expect a dynamic, inclusive environment with regional exposure and growth potential.

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 CIMB Preferred clients, providing holistic wealth management and banking solutions tailored to their needs. Daily activities include conducting client meetings, reviewing portfolios, identifying cross-selling and up-selling opportunities, and delivering personalized advisory on investment, insurance, and banking products in line with regulatory and bank guidelines. The Senior Relationship Manager will collaborate with product specialists and internal stakeholders to deliver integrated solutions and superior service, while monitoring client satisfaction and retention. The role also involves proactive prospecting, attending client events, and preparing regular reports on portfolio performance and relationship activities.

Qualifications

• Strong relationship management and client advisory skills, with a proven track record in serving affluent or preferred banking segments.
• Solid knowledge of wealth management, investment, insurance, and banking products, with the ability to provide suitable recommendations based on client profiles.
• Excellent communication, presentation, and interpersonal skills, with the ability to build trust and long-term client relationships.
• Results-oriented mindset with strong sales, negotiation, and portfolio management capabilities.
• Sound understanding of regulatory requirements, compliance standards, and risk management in a banking environment.
• Ability to work collaboratively with product, operations, and support teams, while managing multiple client priorities efficiently.
• Relevant academic qualification in Finance, Business, Economics, or a related discipline; professional certifications in wealth management or financial planning are an advantage.
• Prior experience in a similar relationship management role within a bank or financial institution in Singapore is highly preferred.