Personal Financial Advisor (Cheras)

CIMB Group Holdings Berhad; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading company in the financial services sector is seeking a Personal Financial Adviser to effectively market and promote personal financing products. In this role, you will be responsible for achieving sales targets, building customer relationships, and ensuring compliance with bank policies. The ideal candidate should possess strong selling skills, a minimum of SPM, and a willingness to learn.

Benefits

Personal & career growth opportunities

Opportunity to work across the region

Qualifications

• Minimum qualification of SPM with passes in BM, English, and Mathematics.
• Fresh graduates with Diploma/Degree are encouraged to apply.
• Good command of English and Bahasa Malaysia, both written and spoken.

Responsibilities

• Effectively market and promote Personal Financing while cross-selling Credit Card & ASB Financing.
• Achieve sales target of all assigned products.
• Maintain good relationship with customers to ensure high standard of service.

Skills

Selling skills

Negotiation skills

Customer relationship management

Education

SPM with passes in BM, English and Mathematics

Diploma / Degree qualifications

Job description

Add expected salary to your profile for insights

Competitive remuneration & potential to earn more!

Personal & career growth opportunities

Opportunity to work across the region

Job Responsibilities:

Effectively market and promote Personal Financing while also cross-selling Credit Card & ASB Financing.

Achieve sales target of all assigned products.

Ensure accepted loans are converted to disbursement and approval for credit card.

Maintain good relationship with customers to ensure high standard of service quality at all times.

Identify, solicit and maintain new customers and referral base.

Perform initial credit screening to ensure submission of quality loans.

Comply strictly to the Bank’s policies, compliance and guidelines.

Job Requirements:

Minimum qualification of SPM with passes in BM, English and Mathematics.

Fresh graduates with Diploma / Degree qualifications are strongly encouraged to apply.

Candidate with relevant sales working experience will have an added advantage.

Good command of English and Bahasa Malaysia – both written as well as spoken.

Streetwise, with good selling and negotiation skills.

Open to new ideas and willingness to learn.

Willing to work hard towards obtaining sales leads / opportunities and to close sales.

A team player with integrity.

Possess own transport.

Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:

Which of the following statements best describes your right to work in Malaysia? What's your expected monthly basic salary? Which of the following types of qualifications do you have? How many years' experience do you have as a Personal Financial Adviser? Do you have lead generation experience? Do you possess or have access to your own transportation? Do you have experience in a sales role?

Banking & Financial Services More than 10,000 employees

CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit www.cimb.com

CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit www.cimb.com

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What can I earn as a Personal Financial Adviser