Preferred Relationship Manager at CIMB Group Holdings Berhad - Perak
This job is no longer accepting applications.
It was posted on 21 May 2026 and has passed its 30-day listing period. See open Management Associate Ceo Mentored jobs.
Role Summary
The Preferred Relationship Manager is responsible for acquiring and managing customer relationships by providing financial planning advice. This role operates in a sales-oriented environment, focusing on increasing customer engagement and sales through effective relationship management.
Job Description
As a Preferred Relationship Manager, you will engage with customers daily, providing tailored financial advice and managing their investment portfolios. You will work in a dynamic environment that emphasizes sales performance and customer satisfaction.
Key Responsibilities:
- Acquire and manage customer relationships to enhance financial planning services.
- Provide expert advice on Wealth Management Products to clients.
- Source leads and convert them into sales opportunities.
- Stay updated on market trends to inform customer interactions.
- Increase share of wallet through effective relationship management.
- Deliver exceptional service to both internal and external clients.
- Collaborate with team members to achieve sales targets.
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Job Requirements
Degree / Diploma in any discipline.
2 – 3 years of experience in a branch sales environment.
Possess mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
Result-oriented and passionate about marketing.
Self-motivated with the ability to work independently.
Strong interpersonal skills and business acumen.
Preferred Relationship Manager - Frequently Asked Questions
What is the salary for a Preferred Relationship Manager at CIMB Group Holdings Berhad in Perak?
CIMB Group Holdings Berhad has not disclosed the salary for this role.
Where is this Preferred Relationship Manager job located?
This Preferred Relationship Manager position is based in Perak, Malaysia. This role is fully on-site.
What qualifications do I need for this Preferred Relationship Manager role?
CIMB Group Holdings Berhad is looking for Degree / Diploma in any discipline.; 2 – 3 years of experience in a branch sales environment.; Possess mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc..
How do I apply for this Preferred Relationship Manager job at CIMB Group Holdings Berhad?
This job is no longer accepting applications. Similar roles that are hiring now are linked on this page, and you can apply to those directly on SuperJobs with no agency fee.
Quick Info
Company
CIMB Group Holdings Berhad
Location
Perak
Salary
Undisclosed
Skills Required
7 skills
Required Skills
Preferred Relationship Manager Salary at CIMB Group Holdings Berhad
CIMB Group Holdings Berhad has not disclosed the salary for this role.
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