Banking and Finance Specialist

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia CIMB BANK BERHAD Full time
Opportunity for a Wealth Management Expert

CIMB BANK BERHAD is seeking a talented Wealth Management Expert to join our team.

This position involves providing financial planning and consulting services to clients, evaluating their financial situations, recommending suitable products and services, and building strong relationships with customers.

The ideal candidate will possess excellent interpersonal and communication skills, as well as experience in finance, consulting, and sales. A bachelor's degree in finance, business administration, or a related field is also required.

Key Responsibilities:

  • Provide personalized financial planning and consulting services to clients
  • Evaluate clients' financial situations and recommend suitable products and services
  • Maintain strong relationships with customers and achieve sales targets


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