Preferred Relationship Manager

CIMB Group Holdings Berhad; Gelang Patah; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Preferred Relationship Manager for its Gelang Patah branch. The ideal candidate will manage high-net-worth clientele, ensuring exceptional service while promoting investment and deposit products. Responsibilities include acquiring new clients, providing sales support, and participating in team development. Strong interpersonal and sales skills are essential, along with compliance adherence. This position offers opportunities for professional growth in a dynamic banking environment.

Qualifications

• Experience in managing customer relationships with high net worth individuals.
• Strong knowledge of investment and deposit products.
• Ability to promote and sell banking products effectively.

Responsibilities

• Retain and nurture the existing Preferred customer base.
• Promote the Bank's investment and deposit products.
• Acquire new customers and provide various banking services.
• Participate in marketing activities and manage sales.
• Ensure adherence to compliance policies.

Skills

Customer relationship management

Sales skills

Financial product knowledge

Teamwork

Communication skills

Job description

Preferred Relationship Manager, Gelang Patah Branch MY

Actively retain &nurture existing Preferred base &promoting Bank's investment &deposit products and services by applying 'Farmer' concept

• To service Preferred customers base above RM 250,000


• To promote the Bank's investment & deposit products and services by applying 'Farmer' concept.


• To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.


• To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals.


• To provide fast and convenient off‑site banking services to NTB and NTP customers on:
  
  
  
  • New CASA & FD accounts opening
  
  
  • Handle all non‑cash transactions
  
  
  
  


• To complement branch on acquisition numbers.


• To run Preferred activities to increase membership and deposit sales.


• To be involved in Preferred customer acquisition programmes / events.


• To lead and/or take part in all marketing activities.


• To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:
  
  
  
  • Comprehensive understanding of product features and benefits.
  
  
  • Knowledge of products and services offered by competitors in priority banking.
  
  
  • Thorough familiarity and comply with Compliance process.
  
  
  
  

• To actively retain &nurture existing Preferred base &by applying 'Farmer' concept.


• To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.


• To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.


• To provide advisory-based sales to NTB and NTP customers.

People Management

• To encourage and promote teamwork within branch sales team by:
  
  
  
  • Providing assistance (e.g. training, knowledge sharing, covering of duties ) to sales team members where necessary
  
  
  • Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences.
  
  
  • Maintaining a conducive and professional working relationship within the sales team.
  
  
  
  


• To project professional business image at all times through high standards of housekeeping and personal grooming.


• To participate in Continuous Professional Development Program

Others

• To undertake special assignments ad-hoc functions as when required.

Compliance

• To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.


• To comply with Code of Sales Ethics and Governance.


• To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead).