Personal Financial Consultant — Consultative Banking & Growth

CIMB Group Holdings Berhad; Klang City; On-site; MYR 50,000 - 70,000; Full time

Job summary

A prominent financial institution is seeking a Personal Financial Consultant for its Klang Branch, Malaysia. This role involves generating leads, selling consumer products, and providing exceptional customer service. The consultant will actively pursue sales opportunities, manage customer relationships, and comply with the organization's guidelines. Ideal candidates will demonstrate strong networking skills and a commitment to compliance while working collaboratively with the branch sales team.

Qualifications

• Experience in actively identifying and pursuing sales opportunities.
• Strong understanding of CIMB's consumer products.
• Ability to maintain accurate and updated customer information.

Responsibilities

• Generate leads through referrals, networking, and data mining.
• Market and sell CIMB's consumer products effectively.
• Provide quality customer service, resolving problems promptly.

Skills

Sales acumen

Customer relationship management

Networking abilities

Problem-solving skills

Compliance understanding

Job description

A prominent financial institution is seeking a Personal Financial Consultant for its Klang Branch, Malaysia. This role involves generating leads, selling consumer products, and providing exceptional customer service. The consultant will actively pursue sales opportunities, manage customer relationships, and comply with the organization's guidelines. Ideal candidates will demonstrate strong networking skills and a commitment to compliance while working collaboratively with the branch sales team.