Personal Financial Consultant, Batu Maung Branch MY

CIMB Group Holdings Berhad; George Town; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a Personal Financial Consultant for the Batu Maung branch. The role focuses on marketing and selling consumer financial products, providing professional financial advice, and ensuring customer satisfaction. Candidates should hold a diploma or degree and have strong marketing and interpersonal skills. A minimum of 1 year of experience in a branch environment is preferred. This position offers opportunities for career development in a dynamic banking environment.

Qualifications

• Minimum 1 year of working experience in the branch environment is an advantage.
• Ability to work independently with minimal supervision.
• Possess full Insurance and UT license & Banca licenses preferred.

Responsibilities

• Promote and sell a wide range of Wealth, Loans & Bancassurance products.
• Provide professional advice on financial products based on customer needs.
• Ensure customer satisfaction and provide excellent after sales service.
• Plan and implement sales activities related to branch products.
• Achieve individual sales targets and contribute to branch targets.

Skills

Marketing skills

Interpersonal skills

Customer service

Education

Advanced/Higher/Graduate Diploma or Bachelor's Degree

Post Graduate Diploma or Professional Degree

Job description

Personal Financial Consultant, Batu Maung Branch MY

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.