Preferred Relationship Manager (Penang)

CIMB Bank Berhad; Penang; On-site; MYR 45,000 - 67,000; Full time

Job summary

CIMB Bank Berhad in Penang is seeking a branch sales professional to acquire and manage customer relationships, providing financial planning advice in a sales-driven setting. You will focus on Wealth Management products and actively source leads.

The role emphasizes increasing share of wallet, staying informed on market trends and competitor offers, and converting leads into sales. A degree or diploma and 2–3 years in branch sales with relevant licenses are required.

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, etc.
• Result oriented, with passion for marketing and open to new challenges
• Self-motivated and able to work independently
• Customer-focused with excellent service
• Strong interpersonal skills 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 focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' needs, market trends, and competitor offers for targeted customers.
• Liaise with customers and convert leads to sales.

Skills

Customer relationship management

Sales orientation

Interpersonal skills

Market awareness

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.

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.