Wealth Relationship Manager – Melaka & JB

CIMB Bank Berhad; Johor Bahru; On-site; MYR 78,000 - 112,000; Full time

Job summary

CIMB Bank Berhad in Johor Bahru invites applications for a Preferred Relationship Manager covering Melaka & Johor Bahru. You will acquire and manage client relationships by providing financial planning guidance in a sales driven setting.

Focus on wealth management products, lead generation, and proactive market awareness. The role requires strong interpersonal skills and a customer‑centred approach to grow share of wallet.

Qualifications

• Degree or diploma in any discipline.
• 2–3 years of experience in a branch sales environment.
• 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.

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 management

Sales experience

Financial planning

Wealth management

Lead generation

Interpersonal skills

Education

Degree / Diploma in any discipline

Job description

CIMB Bank Berhad in Johor Bahru invites applications for a Preferred Relationship Manager covering Melaka & Johor Bahru. You will acquire and manage client relationships by providing financial planning guidance in a sales driven setting.

Focus on wealth management products, lead generation, and proactive market awareness. The role requires strong interpersonal skills and a customer‑centred approach to grow share of wallet.