🌿 Back to all jobs

🥝 Preferred Relationship Manager (Klang Valley)

CIMB | kuala lumpur, Malaysia | Posted June 01, 2026

Job Description

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...

Apply for This Position

Submit Application