Financial Services Consultant

CIMB BANK BERHAD; Sarikei; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading ASEAN bank is seeking a Financial Services Consultant for their Sarikei branch. This full-time role involves assisting clients with financial evaluations, providing expert advice, analyzing market trends, and developing tailored financial solutions. Ideal candidates will have a strong foundation in financial services, excellent analytical and communication skills, and relevant degree. Experience in financial consulting or banking is advantageous. Join a dynamic team dedicated to meeting client financial objectives.

Qualifications

• Proficient in Financial Services and Finance with a solid understanding of financial products and services.
• Strong Analytical Skills to assess client needs and financial data effectively.
• Excellent Communication skills for interacting effectively with clients and team members.

Responsibilities

• Assist clients in evaluating their financial needs.
• Offer expert advice on a wide range of banking and financial products.
• Analyze market trends and develop financial solutions.

Skills

Financial Services knowledge

Analytical Skills

Client relationship management

Communication skills

Teamwork

Education

Bachelor's degree in Finance, Business Administration, Accounting, Economics

Job description

Company Description

CIMB Group is a leading focused ASEAN bank headquartered in Kuala Lumpur, Malaysia. It is a prominent corporate advisor in the region and a global leader in Islamic finance. The Group provides a wide range of banking and financial services, including consumer banking, commercial banking, investment banking, Islamic banking, and asset management. CIMB is the fifth-largest banking group by assets in ASEAN, serving over 18 million customers with a workforce of approximately 33,000 employees as of March 2022.

Role Description

This is a full-time, on-site role located in Sarikei for a Financial Services Consultant at CIMB BANK BERHAD. The Financial Services Consultant will assist clients in evaluating their financial needs, offering expert advice on a wide range of banking and financial products. The role includes analyzing market trends, developing financial solutions, and maintaining strong relationships with new and existing clients to meet their financial objectives.

Qualifications

• Proficient in Financial Services and Finance with a solid understanding of financial products and services.
• Strong Analytical Skills to assess client needs and financial data effectively.
• Knowledge and experience in Consulting and client relationship management.
• Excellent Communication skills for interacting effectively with clients and team members.
• Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related field preferred.
• Proven ability to work collaboratively in a team environment and independently as required.
• Previous experience in financial consulting or banking is an advantage.