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Financial Services Consultant

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time
Customer Financial Planning Specialist

CIMB seeks a talented Customer Financial Planning Specialist to join our team. As a specialist, you will focus on developing and implementing effective financial plans for customers.

  • Conduct thorough analyses of customers' financial situations to identify areas for improvement.
  • Develop and present customized financial plans to customers.

Responsibilities:

  • Work closely with internal teams to ensure seamless execution of financial plans.
  • Monitor and evaluate the effectiveness of financial plans and make adjustments as needed.

About CIMB:

CIMB is a trusted financial partner dedicated to helping individuals and businesses achieve their financial goals.

Seniority Level: Associate

Employment Type: Full-time

Job Function: Sales, Business Development, and Finance

Industries: Banking and Financial Services