Financial Services Specialist

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia CIMB BANK BERHAD Full time

CIMB BANK BERHAD is a leading financial services group in ASEAN, providing consumer banking, commercial banking, investment banking, Islamic banking, and asset management products and services.

As a Personal Financial Consultant, you will be responsible for providing financial advice to clients, identifying their financial goals and creating strategies to achieve them. You will also engage in client relationship management, maintain knowledge of financial products and industry regulations, and assist with financial planning and investment strategies.

Key Responsibilities:

  • Providing financial advice to clients
  • Identifying financial goals and creating strategies
  • Client relationship management
  • Maintaining knowledge of financial products and industry regulations
  • Assisting with financial planning and investment strategies

Qualifications:

  • Financial Planning and Investment Strategies skills
  • Client Relationship Management and Advisory skills
  • Knowledge of Financial Products and Industry Regulations
  • Strong Communication and Interpersonal Skills
  • Analytical and Problem-Solving Skills
  • Ability to work independently and as part of a team
  • Self motivated with strong business acumen
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Experience in the financial industry is a plus
  • Relevant certifications (FIMM, TBE, PCIL, PCE, CEILI, CFP) are advantageous


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