Wealth Relationship Manager – Sabah & Sarawak

CIMB Bank Berhad; Sarawak; On-site; MYR 56,000 - 89,000; Full time

Job summary

CIMB Bank Berhad in Sabah & Sarawak is seeking a Preferred Relationship Manager to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment, with a focus on Wealth Management Products and the "Farmer" concept.

The role requires a Degree or Diploma, 2–3 years of branch sales experience, and possession of 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 mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Self-motivated with the ability to work independently.
• Customer-focused with strong interpersonal skill and business acumen.

Responsibilities

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage 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

Sales & marketing

Financial planning

Customer service

Education

Degree / Diploma in any discipline

Tools

Licenses: IPPC, FIMM, PCE, CEILLI, TBE

Job description

CIMB Bank Berhad in Sabah & Sarawak is seeking a Preferred Relationship Manager to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment, with a focus on Wealth Management Products and the "Farmer" concept.

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