Financial services consultant

3 weeks ago


Rawang, Selangor, Malaysia CIMB Full time
Company Description CIMB Group is a leading ASEAN universal bank with headquarters in Kuala Lumpur, Malaysia.

With consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services, we are one of the largest Asian investment banks and one of the world's largest Islamic banks.

As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia, and beyond.

CIMB Bank and CIMB Islamic Bank are members of PIDM. Role Description This is a full-time on-site role for a Personal Financial Consultant located in Gombak.

The Personal Financial Consultant will be responsible for financial planning, providing financial services and consulting, and sales activities related to financial products and services.

Qualifications Financial Planning, Finance, and Financial Services skills Consulting and Sales skills Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to understand and convey complex financial information Detail-oriented and organized individual Relevant certification or licenses (e.g., CFP, CFA) preferred Bachelor's degree in Finance, Business, Economics, or related field#J-18808-Ljbffr
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