Wealth Planning Relationship Manager – Klang Valley

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

Job summary

CIMB Bank Berhad is seeking a Preferred Relationship Manager in Klang Valley to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. The role emphasizes wealth management and sourcing leads in a dynamic market.

The ideal candidate has a degree or diploma and 2–3 years in branch sales, with licenses IPPC, FIMM, PCE, CEILLI, TBE, and a strong customer focus. Shortlisted candidates will be notified.

Qualifications

• 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.
• Self-motivated with the ability to work independently.
• Customer-focused, delivering excellent service to internal and external clients.
• Strong interpersonal skill 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 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.

Skills

Interpersonal skills

Business acumen

Customer-focused

Self-motivated

Independent working

Education

Mandatory licenses: IPPC, FIMM, PCE, CEILLI, TBE

Job description

CIMB Bank Berhad is seeking a Preferred Relationship Manager in Klang Valley to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. The role emphasizes wealth management and sourcing leads in a dynamic market.

The ideal candidate has a degree or diploma and 2–3 years in branch sales, with licenses IPPC, FIMM, PCE, CEILLI, TBE, and a strong customer focus. Shortlisted candidates will be notified.