Financial Services Specialist

4 days ago


Ipoh, Perak, Malaysia Nirvana Asia Full time

Nirvana Asia Job Description

Job Title: Personal Financial Consultant

The Group Consumer Financial Services division serves a vast customer base across multiple countries. We cater to high net worth, premier, and emerging affluent individuals through our wealth management and affluent banking propositions.

We offer an accelerated career path for aspiring graduates to become future leaders in the industry. This start to a rewarding career provides comprehensive hands-on assignments and exposure to real-world challenges in Consumer Banking & Wealth Management.

We are currently hiring for various locations:

Job Responsibilities:
  • To provide holistic banking solutions to customers.
  • Offer professional wealth advice by engaging with wealth specialists and providing tailored financial solutions.
  • Act as a personal and premier banking advocate, acquiring new customers through events and sales activities.
  • Proactively engage customers to establish strong relationships and improve customer satisfaction scores.
  • Ensure compliance with all procedures and submit reports on time.
Job Requirements:
  • Diploma or above holder with minimum 1 year sales or service experience in the financial industry.
  • Fresh graduates are encouraged to apply.
  • Possess relevant certifications (PCE, MTA, FIMM) and strong interest in financial planning.
  • Excellent communication, interpersonal, and social networking skills.
  • Good understanding of financial markets and ability to deliver high-quality customer service.
  • Possesses own transport and willing to travel.


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