Personal Financial Consultant

CIMB; Masai; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading ASEAN universal bank is seeking a Personal Financial Consultant in Masai, Malaysia. In this full-time on-site role, you will provide financial advice to clients, analyze needs, promote financial products, and build relationships to enhance client satisfaction. Candidates should possess strong skills in financial planning, sales experience, and a bachelor's degree in a related field. Knowledge of banking products is advantageous. Join a dynamic team in helping clients achieve their financial goals.

Qualifications

• Strong skills in Financial Planning and Finance are essential.
• Proficiency in Financial Services and Consulting is required.
• Experience in Sales with strong pitching ability is needed.
• Strong client relationship management and communication skills are crucial.
• Ability to meet sales targets and contribute to team goals is expected.
• Knowledge of banking and financial products is advantageous.
• Previous experience in a financial consulting role preferred.

Responsibilities

• Provide financial advice to clients to help them achieve financial goals.
• Analyze financial needs and offer tailored solutions.
• Promote relevant financial products and services effectively.
• Build relationships to enhance client satisfaction.
• Meet sales targets and stay updated with latest financial products.

Skills

Financial Planning

Finance

Sales

Client relationship management

Communication skills

Education

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

Job description

Branch Manager, CIMB| Certified Financial Planner, CFPDynamic Banking Professional | Passionate About Financial Planning & Performance Improvement

Company Description

CIMB Group is a leading ASEAN universal bank, as well as one of the largest Asian investment banks and one of the world's largest Islamic banks. Headquartered in Kuala Lumpur, Malaysia, CIMB offers a range of financial services, including consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management. As the fifth largest banking group in ASEAN, CIMB operates in 16 locations worldwide with a team of over 36,000 professionals. Committed to providing excellent financial solutions, CIMB Bank and CIMB Islamic Bank are members of PIDM.

Role Description

This is an on-site, full-time position located in Masai for a Personal Financial Consultant at CIMB. The Personal Financial Consultant will provide financial advice and assistance to clients, helping them achieve their financial goals. Responsibilities include analyzing financial needs, offering tailored solutions, promoting relevant financial products and services, and building relationships to enhance client satisfaction. The role also involves meeting sales targets and staying updated with the latest financial products and trends to drive growth for the organization.

Qualifications

• Strong skills in Financial Planning and Finance
• Proficiency in Financial Services and Consulting
• Experience in Sales, with the ability to effectively pitch and promote financial products
• Strong client relationship management and communication skills
• Ability to meet sales targets and contribute to the achievement of team goals
• Knowledge of banking and financial product offerings is advantageous
• Bachelor's degree in Finance, Business, Economics, or related field
• Previous experience in a financial consulting role is preferred