CIMB Wealth Advisors

CIMB Wealth Advisors

Financial Services Petaling Jaya, Selangor, My 388 employees
Employees
388
Contacts
4
Emails
4

CIMB Wealth Advisors Overview

Headquarters
Petaling Jaya, Selangor, My
Industry
Financial Services
Employees
388
Founded
1990
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About CIMB Wealth Advisors

CIMB Wealth Advisors was incorporated in 1990 and has since then grown into one of the largest retail distribution arms in the financial services industry with a dynamic sales force of about 4600 FiMM (formerly known as FMUTM) registered consultants and financial planners. CIMB Wealth Advisors offers investment and financial planning advisory services through the distribution of best of breed mutual funds and other innovative products across asset classes from reputable fund houses. We create value for customers through our work value of “forward thinking”. We do this by being able to anticipate customer investment needs with the best selection of innovative products and professional advice. Our philosophy is to create value for our customers; to enable our people to be true professional advisors; and to have integrity to speak and act honestly and sincerely to allow our customers to entrust their business to us. CIMB Wealth Advisors is a subsidiary of CIMB Group, housed under Group Asset Management. The synergy from the integration of the companies under the Group Asset Management brings together a powerful range of strengths that enable the development of innovative products distributed through multiple channels.

CIMB Wealth Advisors Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

CIMB Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Syaidatul Sabila Azwa Psychology of Children and Family
Email
Cynthia Jonas Tba
Email
Siti Elma Marzuki Financial Advisor at Principal Asset
Email
Mohamad Junaidi Unit Trust Consultant at Cimb Wealth
Email

Employees by Management Level

Individual contributor 18 profiles
Manager 9 profiles
Associate / junior 3 profiles
Senior / Lead 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Sales 1 1 0
IT 1 1 0

CIMB Wealth Advisors Tech Stack

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