Branch Personal Financial Advisor Wealth & Loans Specialist

CIMB Group Holdings Berhad; George Town; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services group in George Town is seeking a Personal Financial Consultant. Your primary responsibility will be to market and sell a variety of financial products to branch customers while ensuring exceptional service and satisfaction. The ideal candidate should possess at least a Diploma or Bachelor's degree, a strong sales orientation, and interpersonal skills. This role offers growth opportunities in a dynamic branch environment.

Qualifications

• Minimum 1 year of working experience in a branch environment is preferred.
• Willingness to learn and adapt quickly to new practices.
• Ability to work independently with minimal supervision.

Responsibilities

• Promote and sell a range of financial products to customers.
• Advise customers based on their financial needs.
• Ensure high customer satisfaction and provide excellent after-sales service.
• Plan and implement sales activities effectively.
• Follow up promptly on all leads.
• Achieve sales targets and contribute to branch goals.

Skills

Interpersonal skills

Customer service

Sales orientation

Education

Advanced/Higher/Graduate Diploma or Bachelor's Degree

Job description

A leading financial services group in George Town is seeking a Personal Financial Consultant. Your primary responsibility will be to market and sell a variety of financial products to branch customers while ensuring exceptional service and satisfaction. The ideal candidate should possess at least a Diploma or Bachelor's degree, a strong sales orientation, and interpersonal skills. This role offers growth opportunities in a dynamic branch environment.