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CIMB Group Holdings · Malaysia

# Private Wealth Relationship Manager, CSD - Preferred HQ MY

Malaysia Full-time Manager or lead Sales 

Listed on CIMB Group Holdings’s official careers site. Posted October 6, 2026. Check that it is still open and apply there.
[Apply on CIMB Group Holdings’s careers site →](https://ejox.fa.ap1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/37315)

[OpenNash Jobs](https://jobs.opennash.com/) / [CIMB Group Holdings](https://jobs.opennash.com/companies/cimb-group-holdings/) / Private Wealth Relationship Manager, CSD - Preferred HQ MY

## Job description

### Sales Planning & Execution
- To service Private Wealth customers base above RM 1,000,000
- To promote the Bank's investment & deposit products and services to Private Wealth customers
- To actively acquire New-to-Private Wealth (NTPW) customers.
- To provide fast and convenient off-site banking services to NTPW customers on:
- New CASA & FD accounts opening
- Handle all non-cash transactions
- To complement branch on acquisition numbers.
- To run Private Wealth activities to increase membership and deposit sales.
- To be involved in Private Wealth customer acquisition programmes / events.
- To lead and/or take part in all marketing activities.
- To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:
- Comprehensive understanding of product features and benefits.
- Knowledge of products and services offered by competitors in priority banking
- Thorough familiarity and comply with Compliance process

### Customer Relationship
- To actively retain & nurture existing Private Wealth base.
- To establish and maintain relationship with Private Wealth customers and respond to queries and complaints in a timely manner.
- To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Private Wealth customers.
- To provide advisory-based sales to Private Wealth customers. People Management

### To encourage and promote teamwork by
- Providing assistance (e.g. training, knowledge sharing, covering of duties)
- Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.
- Maintaining a conducive and professional working relationship within the sales team.
- To project professional business image at all times through high standards of housekeeping and personal grooming.
- To participate in Continuous Professional Development Program Others
- To undertake special assignments ad-hoc functions as when required.

### Compliance
- To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
- To comply with Code of Sales Ethics and Governance.

## At a glance
- Posted by the employer: Oct 6, 2026
- First seen by OpenNash: Oct 30, 2026
- Last checked: Oct 30, 2026
- Listed for: 24 days
- Location: Malaysia
- Employment type: Full-time[Apply on CIMB Group Holdings’s careers site →](https://ejox.fa.ap1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/37315)

## Hiring at CIMB Group Holdings
- Open jobs: 407
- New in the last 7 days: After two weekly collections
- Tracked since: Oct 30, 2026

[All CIMB Group Holdings jobs](https://jobs.opennash.com/companies/cimb-group-holdings/) · [Weekly hiring report](/reports/hiring/)

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