Personal Financial Consultant

CIMB; Kuching; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Financial Consultant in Kuching. This full-time, on-site role involves providing expert financial planning and consulting services to clients, helping them navigate various financial products and achieve their financial goals. The ideal candidate will excel in sales, possess strong interpersonal skills, and be dedicated to ensuring high customer satisfaction. Join a dynamic team in a leading ASEAN bank, where your contributions will directly impact clients' financial success and satisfaction.

Qualifications

• Experience in Financial Services and Consulting is essential.
• Relevant professional certifications (e.g., CFP, CFA) are a plus.

Responsibilities

• Provide financial planning and consulting services to clients.
• Engage in sales activities and maintain client relationships.

Skills

Financial Planning

Finance

Sales

Interpersonal Skills

Communication Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Job description

Company Description

CIMB Group is a leading ASEAN universal bank, headquartered in Kuala Lumpur, Malaysia. As the fifth largest banking group in ASEAN, we offer a diverse range of products and services, including consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management. With over 36,000 staff in 16 locations across ASEAN, Asia, and beyond, CIMB is well-positioned to serve its customers. CIMB Bank and CIMB Islamic Bank are also members of PIDM.

Role Description

This is a full-time on-site role for a Personal Financial Consultant located in Kuching. The Personal Financial Consultant will be responsible for providing financial planning and consulting services to clients, offering advice on various financial products, and assisting clients in achieving their financial goals. This role involves engaging in sales activities, maintaining client relationships, and ensuring a high level of customer satisfaction.

Qualifications

• Financial Planning and Finance skills
• Experience in Financial Services and Consulting
• Proficiency in Sales
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or a related field
• Relevant professional certifications (e.g., CFP, CFA) are a plus