C
CIMB Group Malaysia
Preferred Relationship Manager, Perling Branch MY
Skills
Compliance
25 days ago
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Important information
Contract type:
Permanent
Location:
Malaysia
Work mode:
Onsite
Published on:
2 October 2026
What they need
| Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept | • To service Preferred customers base above RM 250,000 • To promote the Bank's investment & deposit products and services by applying ' Farmer ' concept. • To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. • To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals. • To provide fast and convenient off-site banking services to NTB and NTP customers on : - New CASA & FD accounts opening - Handle all non-cash transactions • To complement branch on acquisition numbers. • To run Preferred activities to increase membership and deposit sales. • To be involved in Preferred customer acquisition programmes / events. • To lead and/or take part in all marketing activities. • To deliver sales pitch / presentations, with strong closing skills on Bank's products and services: - Comprehensive understanding of product features and benefits. - Knowledge of products and services offered by competitors in priority banking - Thorough familiarity and comply with Compliance process |
| • Asset Under Management (AUM) • Deposits | • To actively retain & nurture existing Preferred base & by applying 'Farmer ' concept. • To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner. • To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers. • To provide advisory-based sales to NTB and NTP customers. |
| People Management | • To encourage and promote teamwork within branch sales team by : - Providing assistance (e.g. training, knowledge sharing, covering of duties ) to sales team members where necessary - Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences. - Maintaining a conducive and professional working relationship within the sales team. • To project professional business image at all times through high standards of housekeeping and personal grooming. • To participate in Continuous Professional Development Program |
| Others | • To undertake special assignments ad-hoc functions as when required. |
| Compliance | • To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines. • To comply with Code of Sales Ethics and Governance. • To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead) |
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