Personal Financial Consultant (Nationwide)

CIMB Group Holdings Berhad; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

Join a dynamic team as a Personal Financial Consultant at a leading banking group in Malaysia. This role offers an exciting opportunity to promote a diverse range of financial products, ensuring customer satisfaction through excellent service. You'll be responsible for providing tailored financial advice and achieving sales targets, all while working in a supportive environment focused on professional growth. With a strong presence across ASEAN, this innovative firm is committed to empowering its employees and delivering exceptional value to its clients. If you're passionate about finance and eager to make a difference, this position is perfect for you.

Qualifications

• Minimum 1 year of experience in a branch environment is an advantage.
• Candidates with insurance and banca licenses have an added advantage.

Responsibilities

• Promote and sell a range of Wealth, Loans & Bancassurance products.
• Provide professional advice based on customer needs.
• Achieve individual sales targets and contribute to branch goals.

Skills

Sales Skills

Customer Service

Interpersonal Skills

Marketing

Education

Advanced/Higher/Graduate Diploma

Bachelor's Degree

Post Graduate Diploma

Professional Degree

Job description

Personal Financial Consultant - Upcoming Walk-In Interviews

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Ready to grow your career in banking? We're hiring Personal Financial Consultants to join our dynamic team! Walk-In Interviews Details:

CIMB Bank Miri Times Square Branch

Date: 8, 15, 22 & 29 May 2025

Time: 10am to 2pm

Venue: D-G-17 & D-G-18, Miri Times Square @ Marina Park City, Miri City Centre, 98000 Miri, Sarawak.

Date: 8 - 9 May 2025

Time: 10am to 2pm

Date: 13 - 14 May 2025

Time: 10am to 2pm

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.

Only shortlisted candidates will be notified.

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Banking & Financial Services More than 10,000 employees

CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit www.cimb.com

CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately of 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around of 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries

For more information, please visit www.cimb.com

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