Wealth Relationship Manager | KL Sales & Advisory

CIMB Bank Berhad; Kuala Lumpur; Sur place; MYR 56 000 - 112 000; Plein temps

Résumé du poste

CIMB Bank Berhad in Kuala Lumpur is seeking a Relationship Manager to acquire and manage client relationships, provide financial planning advice focused on Wealth Management Products, and drive lead generation in a sales-driven environment.

The role requires a degree or diploma, 2–3 years in branch sales, and relevant licenses. Strong interpersonal skills and a customer-focused mindset are essential.

Qualifications

• Degree / Diploma in any discipline.
• 2–3 years of experience in a branch sales environment.
• Possess mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate about marketing and open to new challenges.
• Self-motivated with the ability to work independently.
• Customer-focused, delivering excellent service to internal and external clients.
• Strong interpersonal skill and business acumen.

Responsabilités

• 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.

Connaissances

Interpersonal skills

Business acumen

Self-motivated

Customer-focused

Sales orientation

Formation

Degree / Diploma in any discipline

Description du poste

CIMB Bank Berhad in Kuala Lumpur is seeking a Relationship Manager to acquire and manage client relationships, provide financial planning advice focused on Wealth Management Products, and drive lead generation in a sales-driven environment.

The role requires a degree or diploma, 2–3 years in branch sales, and relevant licenses. Strong interpersonal skills and a customer-focused mindset are essential.