The Role
The role involves acquiring and managing customer relationships, providing financial planning advice, and driving sales of Wealth Management Products.
Summary Generated by Built In
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.
Skills Required
- 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
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The Company
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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