Personal Financial Consultant
3 weeks ago
A Personal Financial Consultant at CIMB is responsible for promoting and selling a wide range of financial products, including wealth management, loans, and bancassurance, to both existing and potential customers. The role involves providing professional advice tailored to customer needs, ensuring customer satisfaction through excellent after-sales service, and achieving individual sales targets that contribute to the branch's overall goals.
Key Responsibilities:- Promote and sell various financial products to customers.
- Provide professional financial advice based on customer needs.
- Ensure customer satisfaction with excellent after-sales service.
- Plan and implement sales activities related to branch products.
- Act promptly on leads and follow-up activities.
- Achieve individual sales targets and contribute to branch targets.
- Possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, or Professional Degree in any field.
- Minimum of 1 year working experience in a branch environment is advantageous.
- Result-oriented, passionate about marketing, and adaptable to new challenges.
- Ability to work independently with minimal supervision.
- Deliver high-quality customer service to both external and internal customers.
- Possess good interpersonal skills and the ability to interact actively with all levels of customers.
- Candidates with full Insurance and Unit Trust (FIMM) & bancassurance licenses will have an added advantage.
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Personal Financial Consultant
3 weeks ago
Malacca City, Malaysia CIMB Full timeA Personal Financial Consultant at CIMB is responsible for promoting and selling a wide range of financial products, including wealth management, loans, and bancassurance, to both existing and potential customers. The role involves providing professional advice tailored to customer needs, ensuring customer satisfaction through excellent after-sales service,...
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Personal Financial Consultant
6 days ago
Malacca City, Malaysia beBee Careers Full timeAs a Personal Financial Banker, you will play a crucial role in helping customers manage their finances effectively. This job requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.Key Job Components:Assessing customers' financial situations and making recommendations.Utilizing the bank's...
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Financial Services Consultant
3 days ago
Malacca City, Malaysia beBee Careers Full timeJob SummaryWe are seeking a Financial Services Consultant to join our team. The ideal candidate will have experience in sales and marketing, with a strong focus on Personal Financing-i products.Main ResponsibilitiesPromote Personal Financing-i products to selected organizations and segments.Develop and execute sales plans to achieve assigned targets.Build...
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Personal Financial Consultant
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Malacca City, Malaysia OCBC Full timeThe Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offers an equally wide range of services. From branch to premier banking and everything in-between. That's a lot to get your teeth into and many career paths to follow. And you'll be doing it all while learning from...
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Personal Financial Services Specialist
2 hours ago
Malacca City, Malaysia beBee Careers Full timeWe are looking for an experienced and skilled professional to join our team as a Financial Services Representative. In this role, you will be responsible for providing personalized financial solutions to customers, including advice on consumer banking and investment products.About the PositionYou will work closely with customers to understand their financial...
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Financial Consultant Opportunity
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Malacca, Melaka, Malaysia beBee Careers Full timeMass Interview - Personal Financial ConsultantThe Group Consumer Financial Services division serves almost 3 million customers across Southeast Asia. In this role, you will be part of one of the leading wealth management banks.We offer a platform for you to demonstrate your critical thinking and innovative ideas while sharpening your personal and...
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Personal Financial Banker 银行销售
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Malacca City, Malaysia TWY Search International Sdn Bhd Full timeThis job is for a Personal Financial Banker helping customers with their financial needs at a bank. You might like this job because it offers a good salary plus bonuses, training, and great benefits, all while working in various locations across MalaysiaJob Highlights:Full-Time Employment Placement with Bank.Basic Salary + Commission + Incentive +...
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Sales Consultant, Personal Financing
3 days ago
Malacca City, Malaysia AFFIN Group Full timeCreate the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where open minds meet and be inspired by a shared commitment to great work. You too can make a difference.Job PurposePlans, solicits, and promotes Personal Financing-i products...
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Financial Services Specialist
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Malacca City, Malaysia AFFIN Group Full timeJob OverviewCreate a prosperous future with the Affin Group. As a Personal Financial Consultant, you have the opportunity to make a significant impact.Affin is a place where innovative minds meet and are inspired by a shared commitment to exceptional work. Here, you don't just stay at the forefront of the industry – you can make a difference too.
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Financial Services Specialist
2 hours ago
Malacca City, Malaysia beBee Careers Full timeWe are seeking talented individuals to join our sales team as Personal Financial Consultants. As a consultant, you will be responsible for providing expert advice on financial planning, investment, and sales strategies.Primary ResponsibilitiesTo deliver exceptional customer service and support across multiple channels.To develop and implement effective sales...