Wealth Planning Relationship Manager

CIMB; Kajang Municipal Council; On-site; MYR 45,000 - 78,000; Full time

Job summary

CIMB in Malaysia is seeking a branch sales professional to provide financial planning advice and strengthen customer relationships in a sales-driven setting.

The role focuses on wealth management products, lead sourcing, and proactive customer engagement to grow wallet share. Candidates should hold a degree or diploma, have 2–3 years of branch sales experience, and possess required licenses to comply with regulatory standards.

Qualifications

• Degree or Diploma in any discipline.
• Minimum 2–3 years of experience in a branch sales environment.
• Possess compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, with marketing enthusiasm and willingness to adapt to new things.
• Ability to work independently with minimal supervision.
• Ability to deliver high-quality customer service to external and internal customers.
• Strong interpersonal skills and ability to engage with customers at all levels.

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' needs, market trends, and competitors' programmes for targeted customers.
• Liaise with customers and convert leads to sales.

Skills

Interpersonal skills

Customer service

Sales mindset

Education

Degree / Diploma in any discipline

Job description

CIMB in Malaysia is seeking a branch sales professional to provide financial planning advice and strengthen customer relationships in a sales-driven setting.

The role focuses on wealth management products, lead sourcing, and proactive customer engagement to grow wallet share. Candidates should hold a degree or diploma, have 2–3 years of branch sales experience, and possess required licenses to comply with regulatory standards.