Personal Financial Consultant

Job Description - Personal Financial Consultant (Central Region) (210001P6) Personal Financial Consultant (Central Region) - ( 210001P6 ) To provide “one-stop” banking solutions to our customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services. To proactively manage and build long term...

Job Description - Personal Financial Consultant (Central Region) (210001P6) Personal Financial Consultant (Central Region) - ( 210001P6 ) To provide “one-stop” banking solutions to our customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services. To proactively manage and build long term...

CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions. In...

JOB TITTLE- PERSONAL FINANCIAL CONSULTANT (PFC)- Grade- U8.S- Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves...

CONSUMER FINANCIAL SERVICES (CFS)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions. In CFS,...

Last Updated on 22 Feb '24 Expiring on 20 Mar '24 RM 6000 / month We are seeking a motivated and detail-oriented Financial Consultant to join our team in Kuala Lumpur, Malaysia. The ideal candidate will have strong communication skills, problem-solving abilities, and a passion for sales and marketing. As a Financial Consultant, you will be responsible...

Job Description - Personal Financial Consultant (Central Region P6) Personal Financial Consultant (Central Region P6 ) To provide "one-stop" banking solutions to our customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services. To proactively manage and build long term customer relationship. ...

**Personal Financial Advisor** **Accountability: -** - Achieve sales target including cross sell target of all assigned products Maintain good relationship with customers and high standard of service quality at all times - Handle customer enquiries diligently and efficiently - Identify, solicit and maintain new customer and referral base - Comply strictly...

JOB DESCRIPTION JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location  Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which...

JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves...

JOB DESCRIPTION JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which...

**JOB DESCRIPTION** **Job Title: Financial Service Consultant (FSC)** Unit : Respective Branches Job Location: Branch Job Title of Direct Superior : Branch Manager **Key Responsibilities** - To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers. - To provide professional...

**JOB DESCRIPTION** **Job Title: Financial Service Consultant (FSC)** Unit : Respective Branches Job Location: Branch Job Title of Direct Superior : Branch Manager **Key Responsibilities** - To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers. - To provide professional...

**JOB DESCRIPTION** **Job Title: Financial Service Consultant (FSC)** Unit : Respective Branches Job Location: Branch Job Title of Direct Superior : Branch Manager **Key Responsibilities** - To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers. - To provide professional...

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...

**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...

**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...

**Personal Financing Acquisition** **Accountability: -** - Achieve sales target including cross sell target of all assigned products Maintain good relationship with customers and high standard of service quality at all times - Handle customer enquiries diligently and efficiently - Identify, solicit and maintain new customer and referral base - Comply...

Prospect and identify potential clients through various channels, such as cold calling, networking, referrals, and lead generation activities.Conduct thorough financial needs assessments for clients to understand their financial goals, risk tolerance, and investment preferences.Recommend suitable financial products and services to clients based on their...

Prospect and identify potential clients through various channels, such as cold calling, networking, referrals, and lead generation activities.Conduct thorough financial needs assessments for clients to understand their financial goals, risk tolerance, and investment preferences.Recommend suitable financial products and services to clients based on their...