Wealth Relationship Manager

CIMB; Malaysia; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial services company in Malaysia is seeking candidates for customer relationship management in financial planning roles. The ideal candidate will hold a degree or diploma, with 2-3 years of experience in branch sales. Key responsibilities include providing financial advice, managing customer relationships, and converting leads into sales. Candidates are expected to possess required licenses and demonstrate strong interpersonal skills. This role emphasizes delivering high-quality customer service in a dynamic environment.

Qualifications

• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE.
• Ability to deliver high quality customer service.

Responsibilities

• Acquire and manage customer relationships while providing financial planning advice.
• Manage customer relationships to increase share of wallet.
• Convert leads to sales and source new leads.

Skills

Customer relationship management

Financial planning

Interpersonal skills

Education

Degree / Diploma in any discipline

Job description

A leading financial services company in Malaysia is seeking candidates for customer relationship management in financial planning roles. The ideal candidate will hold a degree or diploma, with 2-3 years of experience in branch sales. Key responsibilities include providing financial advice, managing customer relationships, and converting leads into sales. Candidates are expected to possess required licenses and demonstrate strong interpersonal skills. This role emphasizes delivering high-quality customer service in a dynamic environment.