Wealth Relationship Manager: Grow Client Portfolios

CIMB; Kuala Lumpur; On-site; MYR 48,000 - 96,000; Full time

Job summary

CIMB is seeking a sales-focused financial planning professional in Kuala Lumpur to build strong customer relationships and provide wealth management guidance. You will actively source leads, tailor financial plans, and stay updated on market trends to meet client needs.

The role requires 2–3 years in branch sales, relevant licenses, and the ability to deliver high-quality customer service across levels. A degree or diploma is preferred, with independence and initiative encouraged.

Qualifications

• Degree or Diploma holders in any discipline.
• Minimum 2–3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.

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

Relationship building

Sales orientation

Financial planning

Lead generation

Interpersonal skills

Education

Degree or Diploma

Tools

IPPC

FIMM

PCE

CEILLI

TBE

Job description

CIMB is seeking a sales-focused financial planning professional in Kuala Lumpur to build strong customer relationships and provide wealth management guidance. You will actively source leads, tailor financial plans, and stay updated on market trends to meet client needs.

The role requires 2–3 years in branch sales, relevant licenses, and the ability to deliver high-quality customer service across levels. A degree or diploma is preferred, with independence and initiative encouraged.