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

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

CIMB

Kuala Lumpur, WP Kuala Lumpur · Posted 6 days ago

Salary not disclosed

Type
Full time
Openings
1 position
Deadline

About the role

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

SalesLead generationSales pipeline managementCash managementAccount openingRelationship managementNegotiationCommunicationNetworkingMultilingual

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

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