Preferred Relationship Manager (Cheras)

CIMB; Kajang; On-site; MYR 39,000 - 78,000; Full time

Job summary

CIMB Bank Malaysia is seeking a proactive sales-focused advisor to deliver financial planning guidance to customers in a branch setting.

You will acquire and manage relationships, drive wealth management product sales, source leads, and stay informed about market trends and competitive offers to tailor solutions for clients.

Qualifications

• Minimum 2–3 years of branch sales experience.
• Possess compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE.
• Degree or Diploma holders in any discipline.

Responsibilities

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Skills

Customer relationship management

Sales oriented

Marketing

Interpersonal skills

Independent working

Education

Degree or Diploma

Tools

IPPC

FIMM

PCE

CEILLI

TBE

Job description

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma holders in any discipline.
• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.

Only shortlisted candidates will be notified.