Staff Get Staff - Client Financial Relationship Manager, CFS - Client Financial Advisory MY

Reposted One Month Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Mid level
Financial Services
The Role
Responsible for acquiring new high-value customers, increasing wealth and deposit balances, managing sales opportunities, and maintaining business relationships while ensuring compliance with policies.
Summary Generated by Built In

Job Responsibilities

  • Specialize in hunting retail market segment on wealth and deposits through acquisition of new High Value customers (Preferred and Prime customers).
  • To increase wealth, CASA account and grow deposit balances i.e AUM through cross-selling of other deposit related products.
  • To actively identify potential sales opportunities and manage sales pipeline.
  • To leverage various prospecting methods to generate leads, secure meetings, and pitch cash management solutions.
  • To build and maintain profitable business relationships with prospective customers
  • Assisting with the account opening.
  • Comply strictly with CIMB's policies and procedures

Job Requirements

  • Related sales working experience coupled with PCE, CEILI, TBE or FIMM (UT) license will be an added advantage.
  • Good networking skill, customer focus, confident, proactive and result oriented.
  • Excellent negotiation and communication skills with good command in multiple languages will be an added advantage.
  • Professional demeanor and strong business etiquette.

Skills Required

  • Related sales working experience
  • PCE, CEILI, TBE or FIMM (UT) license
  • Good networking skill
  • Excellent negotiation and communication skills
  • Professional demeanor and strong business etiquette
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The Company
HQ: Kuala Lumpur, Kuala Lumpur
13,216 Employees

What We Do

CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.

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