Wealth Relationship Manager – Grow Client Portfolios

CIMB Bank Berhad; Kuala Lumpur; On-site; MYR 50,000 - 80,000; Full time

Job summary

CIMB Bank Berhad in Kuala Lumpur seeks a sales-focused wealth management associate to acquire and manage customer relationships by providing financial planning advice and focusing on Wealth Management Products.

The role involves sourcing leads, staying updated on customer needs and market trends, and liaising with clients to convert leads into sales, contributing to the bank's growth in a sales-oriented environment.

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.

Job description

CIMB Bank Berhad in Kuala Lumpur seeks a sales-focused wealth management associate to acquire and manage customer relationships by providing financial planning advice and focusing on Wealth Management Products.

The role involves sourcing leads, staying updated on customer needs and market trends, and liaising with clients to convert leads into sales, contributing to the bank's growth in a sales-oriented environment.