Personal Financial Consultant

CIMB BANK BERHAD; Kuching; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading ASEAN bank in Kuching is looking for a Personal Financial Consultant. The role involves assisting clients with financial planning, providing financial services, and driving sales of various financial products. Candidates should hold a relevant Bachelor's degree and possess strong relationship management skills. This is a full-time on-site position.

Qualifications

• Ability to evaluate clients' financial needs.
• Experience in developing tailored financial plans.
• Strong client relationship management skills.

Responsibilities

• Assist branch in financial planning.
• Provide various financial services.
• Drive sales of financial products.

Skills

Ability to work independently

Team collaboration

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Company Description

CIMB Group is a leading ASEAN bank, headquartered in Kuala Lumpur, Malaysia, and renowned for being a top corporate advisor and a global leader in Islamic finance. Offering a diverse range of products and services including consumer banking, commercial banking, investment banking, Islamic banking, and asset management, CIMB Group is the fifth largest banking group by assets in ASEAN. The Group employs around 33,000 staff and serves over 18 million customers.

Role Description

This is a full-time on-site role located in Kuching for a Personal Financial Consultant specifically at CIMB Khoo Hun Yeang.

The consultant will assist the branch to approach clients with financial planning, provide financial services, and drive sales of financial products such as ASB financing, Personal financing, Credit card, Unit trust and Banca assurance.

Daily tasks will include evaluating clients' financial needs, developing tailored financial plans, and maintaining strong client relationships to achieve monthly target.

Qualifications

• Ability to work independently and effectively in a team-based environment
• Bachelor's degree in Finance, Business, Economics, or related field