Client Financial Manager (Kuala Lumpur)

CIMB Group Holdings Berhad; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution is seeking a professional to develop business plans and sales strategies to drive key product acquisition and growth. The successful candidate will lead a team of Client Financial Relationship Managers, ensuring they achieve sales targets and deliver exceptional customer service. Responsibilities include shaping a performance culture, recruiting and training talent, and managing operational functions efficiently. This role aims to optimize customer delivery and contribute to financial results.

Responsibilities

• Develop business plan and sales strategy for key products.
• Lead Client Financial Relationship Manager team for performance.
• Drive team to achieve sales targets aligned with business focus.
• Develop a team of high-performing CFRM with the right competencies.
• Recruit and train new CFRM for talent pipeline and succession.
• Shape a sales culture based on customer experience and integrity.
• Lead team to achieve financial results as stipulated.
• Manage operational issues and sales performance.

Job description

Develop business plan and sales strategy to drive the acquisition and growth of key products i.e Preferred deposits and cross selling products such as bancassurance, wealth management products and credit cards

To lead Client Financial Relationship Manager (CFRM) in providing support, guidance and coaching to achieve the bank and division’s aspiration, sales target and objectives

Strategizing and driving the team to achieve the sales targets and in line with the business focus

Developing a team of highly performing CFRM who are equipped with the right skill set, competencies and attitude

Recruiting and training new CFRM to enrich the local and regional talent pipeline and succession plan

Shaping a sales culture where customer experience, integrity and professionalism are strongly embraced

Leading the team to achieve periodic financial results to a level as stipulated by the management

People and Operational administrative issues and sales performance management

Responsible for ensuring collaboration and alignment among all direct reports so that:

Operations run smoothly and efficiently: Tasks are well-organized, resources are used wisely, and there’s minimal duplication or conflict

Customer delivery is optimized: The team provides timely, high-quality service and solutions that meet or exceed customer expectations