Your Role as a CIMB Wealth Advisor

1)To help clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with CIMB Wealth Advisors's diverse range of products and services.

2)To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon.

3)To continuously monitor and rebalance clients’ portfolios to check on their investments' potential returns.

4)To build a trusted relationship with clients by providing ethical and professional advisory services.

5)To continuously upgrade skills and knowledge with the aspiration of being a ‘value-creating’ consultant.