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Personal Financial Advisor

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia CIMB BANK BERHAD Full time
Join Our Team as a Banking and Finance Specialist

CIMB BANK BERHAD is looking for a highly skilled Banking and Finance Specialist to join our team.

This role 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:

  • Assess clients' financial situations and provide recommendations for improvement
  • Develop and implement customized financial plans for clients
  • Maintain strong relationships with customers and achieve sales targets