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.

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📌 Preferred Relationship Manager (Cheras) (Palacios del Sil)
🏢 CIMB
📍 Palacios del Sil