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Associate Director, TB - Trade Sales - Trade Structuring & Solution MY

CIMB.com

Office

Malaysia

Full Time

To work alongside Stakeholders to develop and deliver a Trade Sales plan for the segment in line with the overall Business Plans of Trade and Transaction Banking involving but not limited to the following:

  • Proactive management of new and existing clients within the assigned Trade portfolio. Ensure the Bank’s share of wallet is grown and consistently maintained with the Bank’s account plan. 
  • Conduct regular sales calls to discover Trade opportunities with existing clients and to secure new businesses from prospective clients.
  • Develop an in-depth understanding of clients’ business requirements in order to provide innovative solutions on Trade Finance from the existing and planned Trade suite of products and services with cross selling.
  • Establish and maintain good communication with clients to monitor and ensure targeted level of utilisations of facilities.
  • Provide feedback and assistance to all areas within Trade and Transaction Banking. Incorporate voice of clients into ongoing plans and initiatives to drive continuous service improvements.
  • Formulate and execute sales strategies to achieve agreed targets as set by department.
  • Keep Trade team informed of clients’ needs, trends and product/ market intelligence for new product development/ enhancements. 
  • Keep abreast of market development and factors which impact competitiveness of the products in order to strengthen CIMB’s competitive position in this field.
  • Undertaking market and industry analysis to identify new business opportunities.
  • Negotiate the terms and conditions of such offerings and solutions with the clients, to help to maximise revenue and profitability.
  • Participate in client’s dialogues to outline and influence client coverage and revenue potential planning.
  • Maintain a disciplined product-oriented sales management process ensuring sales planning and review is done on a regular basis to meet sales targets.
  • Influence and negotiate clients and other business stakeholders to ensure a smooth deal implementation.
  • Participate in marketing events and lead generation.
  • Conducting regular client visits.
  • Work with respective stakeholders for account planning and penetrations.
  • Provide training for internal client on new product launching/ refresher training.
  • Provide regular updates on deals and timely reporting for pipelines and mandates
  • Ensure all activities complies to regulatory and Bank's policies, procedures and standards.
  • Others that may be assigned by the supervisor from time to time

Associate Director, TB - Trade Sales - Trade Structuring & Solution MY

Office

Malaysia

Full Time

October 4, 2025

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CIMB

CIMB.com

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