• About Us

Your journey with CIMB Preferred is an enriching one, with the presence of a dedicated Relationship Manager who sits at the heart of your entire experience to ensure that your goals are met. Your Relationship Manager will see to it that you enjoy a comprehensive wealth advisory service, in the endeavour to optimise your financial portfolio.

Trust your Relationship Manager to:

  • Be certified, trained and fully supported by our team of experts and
    financial tools
  • Understand your unique needs, preferences and risk appetite
  • Offer you sound advice and introduce a wide range of wealth
    management products
  • Understand your wealth priorities through Financial Health Checks
    and Portfolio Rebalancing Reviews
  • Assist you in your banking needs and enquiries
  • Provide you with reliable, unbiased and consistent financial advice
    together with our team of Investment Specialists Review your
    existing portfolio and explore alternative investment opportunities 

From one-on-one advisory services, to the financing of your child’s education and retirement planning, you can rely on our expertise and network of resources to realise your evolving needs.

Building an investment portfolio

  • Dedicated Relationship Manager
  • Investment specialists
  • Portfolio reviews

Financing your child’s education

  • Preferential FOREX rates on remittance
  • Waiver of service charges on FOREX
  • Kids Abroad Program
  • Extension of card benefits to supplementary card

Planning for your retirement

  • Wealth protection plans to increase retirement savings
  • Investment products that generate income
  • Drive capital growth
  • Portfolio diversification

Protecting your wealth and family

  • Legacy planning
  • Portfolio management for long-term goals
  • Customised wealth protection plans

 

In keeping with your stature in life, we have designed a suite of preferential services which are tailor-made for your banking needs. Capture opportunities and leverage on our experts for a hassle-free experience while growing your wealth.

  • Up to 3% p.a. on CIMB Preferred Current Account 
  • Preferential rates on Investment Products sales charges
  • A host of solutions to suit your risk appetite and portfolio

 

Our advisory capabilities are managed by a team of financial and economic experts who are dedicated to give you insights into your portfolio and market movements. As a CIMB Preferred member, you will be able to access a wealth of information through numerous channels that are exclusive to you:

  • Financial Updates
  • Financial Video Series
  • Financial Advisory Series
  • Financial Tools

The CIMB Preferred Visa INFINITE credit card is a no annual fee for life credit card that doubles up as your CIMB Preferred Recognition Card. Enjoy privileges and benefits in Malaysia and across ASEAN.

CIMB Preferred Visa INFINITE credit card:

  • Doubles up as your new CIMB Preferred Recognition Card
  • Offers a lifetime annual fee waiver
  • Allows you complimentary Airport Lounge access* across the ASEAN region
  • Earns you bonus points with purchases
  • Apply for a CIMB Preferred membership when your Asset Under Management (AUM) reaches RM250,000.
  • Your AUM is a combination of any deposit and/or investment products.