Preferred Relationship Manager (Johor)

CIMB; Johor; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services company in Malaysia is seeking candidates for a customer relationship role focused on providing financial planning advice. The ideal candidate should have a degree or diploma, with 2-3 years of experience in branch sales. Responsibilities include managing customer relationships, sourcing leads, and staying updated on market trends. Strong interpersonal skills and the ability to work independently are essential for success in this position.

Qualifications

• Minimum 2-3 years of experience in a branch sales environment.
• Compulsory licenses such as IPPC, FIMM, PCE required.
• Ability to work independently with minimum supervision.

Responsibilities

• Acquire and manage customer relationships focusing on Wealth Management Products.
• Run activities to source leads and convert them to sales.
• Keep abreast of market trends.

Skills

Customer relationship management

Financial planning advice

Interpersonal skills

Education

Degree / Diploma in any discipline

Job description

Job 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.

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.