Wealth Relationship Manager: Strategic Planning & Growth

CIMB Bank Berhad; Johor Bahru; On-site; MYR 78,000 - 123,000; Full time

Job summary

CIMB Bank Berhad is seeking a results-driven Wealth Planning Advisor to acquire and manage customer relationships in a sales-oriented environment. You will provide financial planning advice focusing on Wealth Management Products and convert leads into sales.

The role requires 2–3 years in a branch sales setting, a degree or diploma, and mandatory licenses such as IPPC, FIMM, PCE, CEILLI, and TBE. Independent, customer-focused professionals are invited to apply.

Qualifications

• Degree / Diploma in any discipline.
• 2–3 years of branch sales experience.
• Mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE.
• Result oriented and customer-focused.
• Self-motivated and independent.
• Strong interpersonal skills and business acumen.

Responsibilities

• Acquire and manage customer relationships by providing financial planning advice.
• Liaise with customers and convert leads to sales.
• Take initiative and run activities to source leads.
• Keep abreast of customers' needs and market trends.

Skills

Experience in branch sales

Results oriented

Self-motivated

Customer-focused

Interpersonal skills

Business acumen

Education

Degree / Diploma in any discipline

Job description

CIMB Bank Berhad is seeking a results-driven Wealth Planning Advisor to acquire and manage customer relationships in a sales-oriented environment. You will provide financial planning advice focusing on Wealth Management Products and convert leads into sales.

The role requires 2–3 years in a branch sales setting, a degree or diploma, and mandatory licenses such as IPPC, FIMM, PCE, CEILLI, and TBE. Independent, customer-focused professionals are invited to apply.