Personal Financial Consultant — Consultative Banking & Growth

CIMB Group Holdings Berhad; Shah Alam; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services provider in Shah Alam is seeking a Personal Financial Consultant to identify sales opportunities and manage customer relations effectively. The role demands strong sales acumen, exceptional customer service skills, and a commitment to compliance with company policies. Candidates should have experience in generating leads, managing sales pipelines, and maintaining updated knowledge of financial products. This position is essential for achieving sales targets and fostering long-term client relationships.

Qualifications

• Ability to generate leads and pursue sales opportunities.
• Experience in customer relationship management.
• Familiarity with CIMB products and the financial market.

Responsibilities

• Identify and pursue new sales opportunities actively.
• Manage and maintain sales pipelines effectively.
• Ensure compliance with company policies and procedures.

Skills

Sales skills

Customer service

Networking

Problem-solving

Compliance awareness

Job description

A leading financial services provider in Shah Alam is seeking a Personal Financial Consultant to identify sales opportunities and manage customer relations effectively. The role demands strong sales acumen, exceptional customer service skills, and a commitment to compliance with company policies. Candidates should have experience in generating leads, managing sales pipelines, and maintaining updated knowledge of financial products. This position is essential for achieving sales targets and fostering long-term client relationships.