Personal Financial Consultant

CIMB; Johor Bahru; On-site; MYR 60,000 - 90,000; Full time

Job summary

CIMB Group is seeking a Personal Financial Consultant in Johor Bahru. This full-time role involves delivering financial planning services and advising clients on suitable products. The ideal candidate has a bachelor's degree in finance or a related field, strong analytical skills, and experience in consulting.

Qualifications

• Experience in financial consulting and advising.
• Ability to maintain client relationships and drive sales.
• Relevant certifications like CFP or CFA are advantageous.

Responsibilities

• Provide tailored financial planning services to clients.
• Advise clients on investment opportunities and suitable financial products.
• Build long-term client relationships and stay updated on market trends.

Skills

Financial Planning

Finance

Financial Services

Consulting

Sales

Client Relationship Management

Analytical Thinking

Problem Solving

Communication

Interpersonal Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Job description

Company Description

CIMB Group is a leading ASEAN universal bank and one of the largest Asian investment and Islamic banks. Headquartered in Kuala Lumpur, Malaysia, CIMB offers a wide range of products and services in consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management. The bank operates in 16 locations across ASEAN, Asia and beyond with over 36,000 staff members. CIMB Bank and CIMB Islamic Bank are also members of PIDM.

Role Description

This is a full-time on-site role based in Johor Baharu for a Personal Financial Consultant. The Personal Financial Consultant will be responsible for providing financial planning services to clients, including assessing their financial needs and recommending suitable financial products. The consultant will also be tasked with advising clients on investment opportunities, offering consulting services, and maintaining an up-to-date understanding of financial markets and products. Additionally, the role involves driving sales and building long-term relationships with clients.

Qualifications

• Skilled in Financial Planning, Finance, and Financial Services
• Experience in Consulting and providing financial advice
• Proficient in Sales and client relationship management
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications (e.g., CFP, CFA) are an advantage