Investment Strategy Consultant

6 days ago


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

CIMB Bank Berhad is seeking a highly motivated and experienced Personal Financial Consultant to join our team.

The successful candidate will have a strong background in finance and be able to provide financial advice to clients, identify financial goals and create strategies to achieve them.

The consultant will be responsible for offering products and services to meet clients' needs and maintaining knowledge of financial products and industry regulations.

  • Financial Planning and Investment Strategies skills
  • Client Relationship Management and Advisory skills
  • Knowledge of Financial Products and Industry Regulations

A bachelor's degree in finance, economics, business, or a related field is required. Relevant certifications are advantageous.



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