Financial Services Consultant (Perak)

CIMB Bank Berhad; Ipoh; On-site; MYR 40,000 - 72,000; Full time

Job summary

CIMB Bank Berhad in Ipoh is seeking Financial Services Consultants to promote and sell Bancassurance life insurance products. You will advise customers on suitable financial products and provide excellent after-sales service, while planning sales activities and following up on leads.

The role emphasizes meeting individual targets, working with customers, and acquiring Bancassurance product knowledge to contribute to branch targets.

Qualifications

• SPM with 5 passes including BM or higher qualifications.
• Diploma or Degree in Marketing/Business, or equivalent.
• Minimum 1 year in a branch environment.
• Willing to learn Bancassurance products and adapt to new things.
• Licenses (PCE/CEILI/TBE) are an advantage.

Responsibilities

• Promote and sell Bancassurance life insurance products to existing and potential customers.
• Provide professional advice on suitable financial products based on customer needs.
• Ensure customer satisfaction and deliver after-sales service.
• Plan and implement sales activities related to Bancassurance products.
• Respond promptly to leads and follow up on activities.

Skills

Sales aptitude

Customer service

Interpersonal skills

Result oriented

Independent worker

Education

SPM with 5 passes including Bahasa Malaysia

Diploma/Degree in Marketing/Business

Tools

Insurance licenses (PCE/CEILI/TBE)

Job description

Ready to grow your career in banking? We're hiring Financial Services Consultants in Ipoh to join our dynamic team!

Job Description

To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.

To provide professional advice and on appropriate financial products based on customer need.

To ensure customer satisfaction and provide excellent after sales service.

To plan and implement sales activities related to Bancassurance products.

To act promptly on all leads and follow up activities.

To acquire good knowledge of Bancassurance products in the market.

To achieve individual sales target and contribute towards the achievement of the branch target.

Job Requirements

Candidate must possess a minimum qualification of SPM with 5 passes inclusive of Bahasa Malaysia/Diploma/Degree Holder in Marketing/Business Study or its equivalent.

Minimum 1 year of working experience in the branch environment.

Result oriented, passionate with marketing and willing to adopt to new things.

Ability to work independently with minimum supervision.

Ability to deliver high quality customer service to external and internal customers.

Possess good interpersonal skills and able to actively interact with all levels of customers.

Candidate with full insurance licenses (PCE / CEILI / TBE) will have added advantage.

CIMB is one of ASEAN’s leading banking groups and Malaysia’s second largest financial services provider, by assets. Listed on Bursa Malaysia via CIMB Group Holdings Berhad, it had a market capitalisation of approximately RM81.6 billion as at 31 March 2026. It offers consumer banking, commercial banking, wholesale banking, transaction banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present across ASEAN in Malaysia, Indonesia, Singapore, Thailand, Cambodia, Vietnam and the Philippines. Beyond ASEAN, the Group has market presence in China, Hong Kong and UK.

CIMB is one of ASEAN’s leading banking groups and Malaysia’s second largest financial services provider, by assets. Listed on Bursa Malaysia via CIMB Group Holdings Berhad, it had a market capitalisation of approximately RM81.6 billion as at 31 March 2026. It offers consumer banking, commercial banking, wholesale banking, transaction banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present across ASEAN in Malaysia, Indonesia, Singapore, Thailand, Cambodia, Vietnam and the Philippines. Beyond ASEAN, the Group has market presence in China, Hong Kong and UK.