Preferred Relationship Manager (Kuala Lumpur)

CIMB Bank Berhad; Kuala Lumpur; On-site; MYR 56,000 - 112,000; Full time

Job summary

CIMB Bank Berhad in Kuala Lumpur is seeking a Relationship Manager to acquire and manage client relationships, provide financial planning advice focused on Wealth Management Products, and drive lead generation in a sales-driven environment.

The role requires a degree or diploma, 2–3 years in branch sales, and relevant licenses. Strong interpersonal skills and a customer-focused mindset are essential.

Qualifications

• Degree / Diploma in any discipline.
• 2–3 years of experience in a branch sales environment.
• Possess 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.

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

Interpersonal skills

Business acumen

Self-motivated

Customer-focused

Sales orientation

Education

Degree / Diploma in any discipline

Job description

Preferred Relationship Manager (Kuala Lumpur)

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.

Only shortlisted candidates will be notified.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• What's your expected monthly basic salary?
• Which of the following languages are you fluent in?
• Do you have experience in a sales role?
• Do you have a FIMM License?

Banking & Credit More than 10,000 employees

CIMB is one of ASEAN’s leading banking groups and Malaysia’s second largest financial services provider, by assets. Listed on Bursa Malaysia via CIMB Group Holdings Berhad, it had a market capitalisation of approximately RM81.6 billion as at 31 March 2026. It offers consumer banking, commercial banking, wholesale banking, transaction banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present across ASEAN in Malaysia, Indonesia, Singapore, Thailand, Cambodia, Vietnam and the Philippines. Beyond ASEAN, the Group has market presence in China, Hong Kong and UK.

CIMB is one of ASEAN’s leading banking groups and Malaysia’s second largest financial services provider, by assets. Listed on Bursa Malaysia via CIMB Group Holdings Berhad, it had a market capitalisation of approximately RM81.6 billion as at 31 March 2026. It offers consumer banking, commercial banking, wholesale banking, transaction banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present across ASEAN in Malaysia, Indonesia, Singapore, Thailand, Cambodia, Vietnam and the Philippines. Beyond ASEAN, the Group has market presence in China, Hong Kong and UK.