Wealth Relationship Manager - Northern

CIMB Bank Berhad; Penang; On-site; MYR 70,000 - 110,000; Full time

Job summary

CIMB Bank Berhad is seeking a Preferred Relationship Manager (Northern) to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. You will focus on Wealth Management products and work to increase share of wallet under the Farmer concept.

The role requires a degree or diploma and 2–3 years of branch sales experience, with mandatory licenses (IPPC, FIMM, PCE, CEILLI, TBE).

Qualifications

• Degree or Diploma in any discipline.
• 2–3 years of experience in a branch sales environment.
• Possess licenses such as IPPC, FIMM, PCE, CEILLI, TBE.
• Result oriented, customer-focused and self-motivated.

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.
• Liaise with customers and convert leads to sales.

Skills

Interpersonal skills

Business acumen

Self-motivated

Customer-focused

Education

Degree / Diploma in any discipline

Tools

IPPC license

FIMM license

PCE

CEILLI

TBE

Job description

CIMB Bank Berhad is seeking a Preferred Relationship Manager (Northern) to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. You will focus on Wealth Management products and work to increase share of wallet under the Farmer concept.

The role requires a degree or diploma and 2–3 years of branch sales experience, with mandatory licenses (IPPC, FIMM, PCE, CEILLI, TBE).