Personal Financial Consultant

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

Job summary

A leading financial institution in Malaysia seeks a Personal Financial Consultant to actively market and sell consumer products to branch walk-in customers. The role requires promoting Financial products and delivering high-quality customer service. Ideal candidates have a degree and at least one year of experience in a branch environment. Responsibilities include achieving sales targets and providing professional advice on financial products. This is a full-time opportunity with potential for growth.

Qualifications

• Minimum 1 year of experience in a branch environment.
• Willingness to adopt and learn new concepts.
• Possess full Insurance and UT license (FIMM) & Banca licenses is a plus.

Responsibilities

• Promote and sell a wide range of Wealth, Loans & Bancassurance products.
• Provide professional advice based on customer needs.
• Ensure customer satisfaction and excellent after-sales service.

Skills

Customer service

Sales and marketing

Interpersonal skills

Education

Bachelor's Degree or equivalent

Job description

Personal Financial Consultant, 21 Jalan Ayer Itam Branch MY

Malaysia

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Job Description

Actively market and sell all core consumer products, primarily to branch walk-in customers, execute a consultative selling process, which involves identifying and recommending CIMB products to meet customers' financial needs

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.

Job Info

• Job Identification 33614
• Job Category Sales
• Posting Date 01/23/2026, 01:29 AM
• Apply Before 02/23/2026, 01:29 AM
• Job Schedule Full time