Wealth Management Relationship Manager

CIMB; Malacca City; On-site; MYR 60,000 - 80,000; Full time

Job summary

CIMB in Malaysia invites applications for a Wealth Management Sales role in a branch environment. You will provide financial planning advice focused on Wealth Management products, build relationships, and source leads in a sales-driven setting.

The position requires a degree or diploma and 2–3 years of branch sales experience, plus licenses IPPC, FIMM, PCE, CEILLI, and TBE. You will work independently, deliver excellent service, and liaise across levels to grow the bank's wallet share.

Qualifications

• Degree or Diploma holder in any discipline.
• 2–3 years branch sales experience preferred.
• Must possess compulsory licenses IPPC, FIMM, PCE, CEILLI, TBE.
• Self-motivated, result oriented and customer focused.
• Strong interpersonal and communication skills.

Responsibilities

• Provide financial planning advice in a sales-focused environment.
• Acquire and manage customer relationships and source leads.
• Promote wealth management products to customers.
• Stay updated on market trends and competitor offers.
• Liaise with customers and convert leads to sales.
• Deliver high-quality service to both external and internal customers.

Skills

Sales experience

Customer relations

Education

Degree or Diploma

Tools

IPPC

FIMM

PCE

CEILLI

TBE

Job description

CIMB in Malaysia invites applications for a Wealth Management Sales role in a branch environment. You will provide financial planning advice focused on Wealth Management products, build relationships, and source leads in a sales-driven setting.

The position requires a degree or diploma and 2–3 years of branch sales experience, plus licenses IPPC, FIMM, PCE, CEILLI, and TBE. You will work independently, deliver excellent service, and liaise across levels to grow the bank's wallet share.