Preferred Relationship Manager (Johor)

CIMB Group Holdings Berhad; Johor; On-site; MYR 48,000 - 72,000; Full time

Job summary

A leading financial services provider in Malaysia is seeking a proactive individual to manage customer relationships and provide financial planning advice with a focus on Wealth Management Products. The ideal candidate will have a Degree/Diploma, 2-3 years of experience in a branch sales environment, and be self-motivated. Strong interpersonal skills and a customer-focused approach are essential. This role offers an opportunity to work independently and develop a rewarding career.

Qualifications

• 2–3 years of experience in a branch sales environment.
• Possess the mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE.
• Self-motivated with the ability to work independently.

Responsibilities

• Acquire and manage customer relationships by providing financial planning advice.
• Manage customer relationships to increase share of wallet.
• Keep abreast of customers' needs and market trends.

Skills

Customer-focused

Strong interpersonal skills

Result-oriented

Business acumen

Education

Degree / Diploma in any discipline

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 in any discipline.
• 2 – 3 years of experience in a branch sales environment.
• Possess the mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate about marketing and open to new challenges.
• Self-motivated with the ability to work independently.
• Customer-focused, delivering excellent service to internal and external clients.
• Strong interpersonal skill and business acumen.