Wealth Relationship Manager – Advisory & Growth

CIMB Bank Berhad; Penang; On-site; MYR 45,000 - 67,000; Full time

Job summary

CIMB Bank Berhad in Penang is seeking a branch sales professional to acquire and manage customer relationships, providing financial planning advice in a sales-driven setting. You will focus on Wealth Management products and actively source leads.

The role emphasizes increasing share of wallet, staying informed on market trends and competitor offers, and converting leads into sales. A degree or diploma and 2–3 years in branch sales with relevant licenses are required.

Qualifications

• Degree or Diploma in any discipline
• 2–3 years of experience in a branch sales environment
• Possess licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, with passion for marketing and open to new challenges
• Self-motivated and able to work independently
• Customer-focused with excellent service
• Strong interpersonal skills 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 focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' needs, market trends, and competitor offers for targeted customers.
• Liaise with customers and convert leads to sales.

Skills

Customer relationship management

Sales orientation

Interpersonal skills

Market awareness

Education

Degree / Diploma in any discipline

Job description

CIMB Bank Berhad in Penang is seeking a branch sales professional to acquire and manage customer relationships, providing financial planning advice in a sales-driven setting. You will focus on Wealth Management products and actively source leads.

The role emphasizes increasing share of wallet, staying informed on market trends and competitor offers, and converting leads into sales. A degree or diploma and 2–3 years in branch sales with relevant licenses are required.