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Preferred Relationship Manager, Menara BHL Penang Branch MY at CIMB Group Malaysia
George Town, Penang, Malaysia -
Full Time

Start Date

Immediate

Expiry Date

14 May, 26

Salary

0.0

Posted On

13 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Relationship Management, Sales Oriented, Wealth Management, Lead Sourcing, Market Trends, Customer Service, Interpersonal Skills

Industry

Banking

Description
Stay tuned for more details on this role! In the meantime, explore other exciting Navigating My Career (NMC) features, including career paths, skill requirements and assessments, learning opportunities and many more Job Description Key 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 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. 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.
Responsibilities
The role involves acquiring and managing customer relationships by offering financial planning advice within a sales-focused environment, specifically managing relationships to increase share of wallet using the 'Farmer' concept. Responsibilities also include providing advice focused on Wealth Management Products, proactively sourcing leads, and converting leads into sales.