Personal Finance Consultant - Wealth & Loans Expert

CIMB Group Holdings Berhad; Seberang Perai; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial services institution in Malaysia is seeking a Personal Financial Consultant for the Sungai Bakap Branch. The role involves actively marketing and selling core consumer products to walk-in customers, providing professional financial advice based on customer needs, and ensuring customer satisfaction. The ideal candidate should hold at least a Bachelor's degree and have a year of experience, along with strong interpersonal skills and a passion for marketing. This position offers an opportunity to achieve individual sales targets and contribute to the branch's overall success.

Qualifications

• Minimum 1 year of working experience in a branch environment is an added advantage.
• Result-oriented and passionate about marketing.
• Ability to work independently with minimum supervision.

Responsibilities

• Promote and sell a range of Wealth, Loans & Bancassurance products.
• Provide professional advice on appropriate financial products.
• Ensure customer satisfaction and excellent after-sales service.
• Plan and implement sales activities related to branch products.
• Achieve individual sales targets and contribute to branch targets.

Skills

Customer service

Sales experience

Interpersonal skills

Adaptability

Marketing knowledge

Education

Advanced/Higher/Graduate Diploma or Bachelor's Degree

Job description

A financial services institution in Malaysia is seeking a Personal Financial Consultant for the Sungai Bakap Branch. The role involves actively marketing and selling core consumer products to walk-in customers, providing professional financial advice based on customer needs, and ensuring customer satisfaction. The ideal candidate should hold at least a Bachelor's degree and have a year of experience, along with strong interpersonal skills and a passion for marketing. This position offers an opportunity to achieve individual sales targets and contribute to the branch's overall success.