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Personal Financial Strategist

3 weeks ago

Malacca City, Malaysia CIMB Full time
Role Overview:

This is a challenging and rewarding role that requires strong communication and interpersonal skills. As a Wealth Management Professional, you will be responsible for promoting and selling a range of financial products, including wealth management, loans, and bancassurance.

Responsibilities:
  1. Promoting financial products to customers.
  2. Providing expert advice and guidance to customers.
  3. Ensuring excellent customer service and satisfaction.
  4. Developing and implementing sales strategies to meet targets.
  5. Managing leads and follow-up activities effectively.
  6. Achieving individual sales targets and contributing to team success.
Requirements:
  • Possession of a relevant degree or diploma.
  • At least 1 year of experience in a similar role.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficiency in using technology and software applications.
  • Familiarity with banking and finance regulations.