CIMB Relationship Manager
3 days ago
We are seeking a Customer Financial Advisor to join our team at CIMB. In this role, you will be responsible for acquiring and managing 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.
- Liaise with customers and convert leads to sales.
Key Requirements:
- Degree / Diploma holders in any discipline.
- Minimum 2 – 3 years of working experience in a branch sales environment.
- Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
About CIMB:
CIMB is a leading financial institution committed to delivering exceptional customer service and innovative financial solutions.
Seniority Level: Associate
Employment Type: Full-time
Job Function: Sales, Business Development, and Finance
Industries: Banking and Financial Services
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