Wealth Management Relationship Manager

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

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.