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Relationship Manager

Relationship Manager

CIMBKuala Lumpur, Kuala Lumpur, Malaysia
1 hari lalu
Penerangan pekerjaan

CIMB WP, located in Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Company Description

CIMB Group is a prominent ASEAN universal bank and one of the largest Asian investment banks and Islamic banks worldwide. Headquartered in Kuala Lumpur, Malaysia, CIMB provides consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management services. As the fifth largest banking group in ASEAN, we have a strong presence with over 36,000 staff in 16 locations across ASEAN, Asia, and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.

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' needs 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 holders in any discipline.
  • Minimum 2 - 3 years of working experience in a branch sales environment.
  • Compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE. (It is a must for this role)
  • Result oriented, passionate with marketing and willing to adopt to new things.
  • Ability to work independently with minimum supervision.
  • Ability to deliver high quality customer service to external and internal customers.
  • Possess good interpersonal skills and able to actively interact with all levels of customers.
  • Only shortlisted candidates will be notified.

    Seniority Level

    Entry level

    Employment Type

    Full-time

    Job Function

    Sales and Business Development

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