Head, Wealth Privilege & Experience TH

CIMB

Thailand2w ago

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Key details

Location
Thailand
Work style
Onsite
Level
Lead / Staff+
Job type
Full-time
Experience
10–13 yrs
Function
Finance & Accounting
Focus area
other
Posted
2w ago

Skills

cross-sellingportfolio management

About the role

Job Description:

  • Drive growth of the CIMB Preferred segment through customer acquisition, cross-selling, engagement, and portfolio strategies.
  • Increase Assets Under Management (AUM), product holdings, and revenue through effective portfolio management and channel optimization, especially through Relationship Managers (RMs).
  • Expand the customer base through engagement campaigns, product bundling, and lifestyle activities.
  • Analyze the customer portfolio to uncover growth opportunities and strengthen Private Wealth positioning.
  • Build brand awareness and loyalty through rewards, PR, media, and tactical campaigns.
  • Implement digital initiatives to enhance customer experience in line with Thailand 4.0.
  • Ensure alignment with regional Preferred strategies.
  • Lead and manage the team effectively in a dynamic business environment.
  • Build strong collaboration with cross-functional teams, partners, and key distribution channels.

Job Qualification:

  • Bachelor's Degree or Professional Qualification in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering/Marketing/Management)
  • 10 years of experience of elevant banking background in established bank / financial institutions
  • 5 years of prior leadership position in a banking role in established financial institutions
  • Demonstrate capacity to broaden responsibilities based on prior experience.
  • Exhibit proactive, goal‑oriented leadership with strong interpersonal, communication, and problem‑solving skills

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