Preferred Relationship Manager

1 day ago


Batu Pahat, Johor, Malaysia CIMB Bank Berhad Full time 48,000 - 96,000 per year

Job 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.

Job Requirements:

  • Degree / Diploma in any discipline.
  • 2 – 3 years of experience in a branch sales environment.
  • Possess the mandatory 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.

Only shortlisted candidates will be notified.


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