Personal Finance Advisor & Client Growth Specialist

CIMB Group Holdings Berhad; Parit Buntar; On-site; MYR 38,000 - 50,000; Full time

Job summary

A leading financial services provider in Parit Buntar is looking for a Personal Financial Consultant. This role focuses on actively marketing and selling core consumer products to customers. Candidates should possess a university degree preferably in Business or Accounting, along with strong networking and communication skills. Experience in banking or sales is preferred, but fresh graduates may also apply. The position requires building long-term relationships with clients and ensuring compliance with company policies.

Qualifications

• University degree preferred in Business or Accounting.
• Banking diploma with 3 years experience may be acceptable.
• Fresh graduates need at least 4 credits in SPM.

Responsibilities

• Identify and pursue sales opportunities.
• Manage sales pipelines proactively.
• Market and sell consumer products to all customers.
• Ensure compliance with CIMB's policies.

Skills

Networking skills

Customer focus

Excellent communication skills

Proficient in English

Proficient in Bahasa Malaysia

Proactive and results oriented

Education

University Degree (Business or Accounting)

Banking diploma with 3 years relevant experience

Minimum of 4 credits in SPM

Tools

Microsoft Office

Job description

A leading financial services provider in Parit Buntar is looking for a Personal Financial Consultant. This role focuses on actively marketing and selling core consumer products to customers. Candidates should possess a university degree preferably in Business or Accounting, along with strong networking and communication skills. Experience in banking or sales is preferred, but fresh graduates may also apply. The position requires building long-term relationships with clients and ensuring compliance with company policies.