Wealth Relationship Manager – Financial Planning & Sales

CIMB; Malaysia; On-site; MYR 45,000 - 60,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a Preferred Relationship Manager. The role involves acquiring and managing customer relationships while providing tailored financial planning advice. Candidates should have a degree or diploma and 2-3 years of experience in a sales environment, along with necessary financial licenses. This full-time position offers an opportunity to work independently and deliver high-quality customer service.

Qualifications

• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.

Responsibilities

• Acquire and manage customer relationships by providing financial planning advice.
• Run activities to source leads and convert them to sales.
• Provide financial planning advice focusing on Wealth Management Products.

Skills

Interpersonal skills

Sales orientation

Financial planning

Education

Degree / Diploma in any discipline

Job description

A leading financial institution in Malaysia is seeking a Preferred Relationship Manager. The role involves acquiring and managing customer relationships while providing tailored financial planning advice. Candidates should have a degree or diploma and 2-3 years of experience in a sales environment, along with necessary financial licenses. This full-time position offers an opportunity to work independently and deliver high-quality customer service.