Personal Financial Consultant

CIMB; Labuan; On-site; MYR 30,000 - 45,000; Full time

Job summary

A leading financial institution in Labuan is seeking a motivated professional to promote and sell a range of Wealth, Loans & Bancassurance products. The ideal candidate will provide tailored financial advice, ensure customer satisfaction, and achieve sales targets. Candidates should hold at least an Advanced Diploma and possess strong interpersonal skills. This role offers a dynamic work environment with opportunities for growth and professional development.

Qualifications

• Candidate must possess at least an Advanced Diploma, Bachelor's Degree, or higher in any field.
• Minimum 1 year of working experience in a branch environment is preferred.
• Ability to deliver high-quality customer service to all customers.

Responsibilities

• Promote and sell Wealth, Loans & Bancassurance products professionally.
• Provide professional advice on financial products based on customer needs.
• Ensure customer satisfaction and excellent after-sales service.
• Plan and implement sales activities for branch products.
• Achieve individual sales targets and contribute to branch targets.

Skills

Result oriented

Good interpersonal skills

Marketing passion

Ability to work independently

Excellent customer service

Education

Advanced/Higher/Graduate Diploma

Bachelor's Degree

Post Graduate Diploma

Professional Degree

Job description

Job Responsibilities:

To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers.

To provide professional advice and on appropriate financial products based on customer needs.

To ensure customer satisfaction and provide excellent after sales service.

To plan and implement sales activities related to branch products.

To act promptly on all leads and follow up activities.

To achieve individual sales target and contribute towards the achievement of the branch target.

Job Requirements:

Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, in any field.

Minimum 1 year of working experience in the branch environment will be added advantage.

Result oriented, passionate with marketing and willing to adopt to new things.

Ability to work independently with minimum supervision.

Ability to deliver high quality customer service to external and internal customers.

Possess good interpersonal skill and able to actively interact with all levels of customers.

Candidate with full Insurance and UT license (FIMM) & banca licenses will have an added advantage.

Only shortlisted candidates will be notified.