Personal Financial Consultant Sale

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia CIMB BANK BERHAD Full time
Personal Financial Consultant Sale (Wisma Koponas)

Direct message the job poster from CIMB BANK BERHAD

CIMB Group is a leading ASEAN bank headquartered in Kuala Lumpur, Malaysia, and is renowned for its expertise in corporate advisory and Islamic finance. The bank offers a wide range of services, including consumer and commercial banking, investment banking, Islamic banking, and asset management. As the fifth largest banking group by assets in ASEAN, CIMB Group boasts around 33,000 staff and serves over 18 million customers.

Role Description

This is a full-time on-site role for a Personal Financial Consultant Sale at CIMB BANK BERHAD, located in Wisma Koponas, WP. Kuala Lumpur. The Personal Financial Consultant will be responsible for providing financial consultations, advising clients on financial planning, and promoting financial services. Day-to-day tasks include meeting with clients to assess their financial needs, offering tailored financial solutions, and achieving sales targets. The consultant will also engage in continuous learning to stay updated with financial products and services.

Qualifications

  • Skills in Financial Planning and Finance
  • Experience in Financial Services and Consulting
  • Proven track record in Sales
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a team environment
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Certifications in financial planning or related areas are a plus
Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking

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