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

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Job Description

Job Description :

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.

More Info

About Company

CIMB Thai Bank Public Company Limited, previously known as Bank Thai Public Company Limited, was established in 1998 with the Financial Institutions Development Fund (FIDF) as the major shareholder. On 5 November 2008, CIMB Bank Berhad became the largest shareholder in Bank Thai and on 4 May 2009, the Bank completed the registration of its new name: "&#3608&#x3B;&#3609&#x3B;&#3634&#x3B;&#3588&#x3B;&#3634&#x3B;&#3619&#x3B; &#3595&#x3B;&#3637&#x3B;&#3652&#x3B;&#3629&#x3B;&#3648&#x3B;&#3629&#x3B;&#3655&#x3B;&#3617&#x3B;&#3610&#x3B;&#3637&#x3B; &#3652&#x3B;&#3607&#x3B;&#3618&#x3B; &#3592&#x3B;&#3635&#x3B;&#3585&#x3B;&#3633&#x3B;&#3604&#x3B; (&#3617&#x3B;&#3627&#x3B;&#3634&#x3B;&#3594&#x3B;&#3609&#x3B;)" in Thai and "CIMB Thai Bank Public Company Limited" in English. This name change reflects the official transition of Bank Thai from being a single company to a member of CIMB Group.

Job ID: 147664007