Preferred Relationship Manager (Northern)

CIMB Bank Berhad; Penang; On-site; MYR 70,000 - 110,000; Full time

Job summary

CIMB Bank Berhad is seeking a Preferred Relationship Manager (Northern) to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. You will focus on Wealth Management products and work to increase share of wallet under the Farmer concept.

The role requires a degree or diploma and 2–3 years of branch sales experience, with mandatory licenses (IPPC, FIMM, PCE, CEILLI, TBE).

Qualifications

• Degree or Diploma in any discipline.
• 2–3 years of experience in a branch sales environment.
• Possess licenses such as IPPC, FIMM, PCE, CEILLI, TBE.
• Result oriented, customer-focused and self-motivated.

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.
• Liaise with customers and convert leads to sales.

Skills

Interpersonal skills

Business acumen

Self-motivated

Customer-focused

Education

Degree / Diploma in any discipline

Tools

IPPC license

FIMM license

PCE

CEILLI

TBE

Job description

Preferred Relationship Manager (Northern)

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.