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Preferred Relationship Manager, Solaris Mont Kiara, Kuala Lumpur Branch MY at CIMB Group Malaysia

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

08 Jul, 26

Salary

0.0

Posted On

09 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Wealth management, Sales, Relationship management, Lead generation, Customer service, Interpersonal skills, Market analysis, IPPC, FIMM, PCE, CEILLI, TBE

Industry

Banking

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 providing financial planning advice and wealth management solutions. You will be responsible for sourcing leads, converting them into sales, and staying updated on market trends and competitor offerings.