Personal Financial Consultant: Wealth & Bancassurance Advisor

CIMB Group Holdings Berhad; Butterworth; On-site; MYR 42,000 - 56,000; Full time

Job summary

A leading financial institution in Penang is seeking a Personal Financial Consultant to actively market and sell core consumer products to branch walk-in customers. This role involves identifying customer financial needs and recommending products to fulfill those needs. Ideal candidates should have strong sales capabilities, good interpersonal skills, and at least an Advanced Diploma or Bachelor's Degree. Experience in the branch environment and customer service excellence are crucial for success in this position.

Qualifications

• Minimum 1 year of working experience in a branch environment is advantageous.
• Result oriented and passionate about marketing.
• Ability to work independently with minimal supervision.

Responsibilities

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

Skills

Customer service

Interpersonal skills

Sales target achievement

Consultative selling

Education

Advanced/Higher/Graduate Diploma or Bachelor's Degree

Job description

A leading financial institution in Penang is seeking a Personal Financial Consultant to actively market and sell core consumer products to branch walk-in customers. This role involves identifying customer financial needs and recommending products to fulfill those needs. Ideal candidates should have strong sales capabilities, good interpersonal skills, and at least an Advanced Diploma or Bachelor's Degree. Experience in the branch environment and customer service excellence are crucial for success in this position.