Wealth & Banking Solutions Consultant

CIMB Bank Berhad

Kuala Lumpur

On-site

MYR 39,000 - 78,000

Full time

14 days+

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Job summary

CIMB Bank Berhad is seeking a Personal Financial Consultant nationwide to promote Wealth, Loans and Bancassurance products, delivering professional financial guidance and exceptional customer service. You will plan sales activities, act on leads, and strive to meet individual and branch targets, contributing to overall performance.

The role emphasizes strong interpersonal skills, independence, and a customer-first approach in a banking environment across branches nationwide.

Qualifications

Must possess at least an Advanced/Higher/Graduate Diploma, Bachelor’s Degree, Post Graduate Diploma or Professional Degree.
Minimum 1 year of working experience in a branch environment is an advantage.
Result oriented and passionate about marketing, with a willingness to adapt to new things.

Responsibilities

Promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to customers.
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.
Act promptly on all leads and follow-up activities.
Aim to achieve individual sales targets and contribute to branch targets.