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Staff Get Staff - Preferred Relationship Manager MY at CIMB Group Malaysia

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

02 Aug, 26

Salary

0.0

Posted On

04 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Wealth Management, Sales, Customer Relationship Management, Lead Generation, Market Analysis, Customer Service, Interpersonal Skills, IPPC, FIMM, PCE, CEILLI, TBE

Industry

Banking

Description

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 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, conducting sales activities, and staying updated on market trends to meet customer needs.