Personal Banking Expert

4 days ago


Ipoh, Perak, Malaysia Nirvana Asia Full time

Nirvana Asia Career Opportunity

Job Title: Personal Financial Consultant

The Group Consumer Financial Services division is expanding its services across multiple countries, catering to high net worth, premier, and emerging affluent individuals.

We offer an accelerated career path for aspiring graduates, providing comprehensive hands-on assignments and exposure to real-world challenges in Consumer Banking & Wealth Management.

As a Personal Financial Consultant, you will be responsible for:

Main Responsibilities:
  • Providing customized banking solutions to customers.
  • Engaging with wealth specialists to offer expert wealth advice.
  • Identifying new business opportunities through events and sales activities.
  • Developing strong relationships with customers to improve satisfaction scores.
  • Maintaining compliance with all procedures and submitting reports on time.
Requirements:
  • Diploma or above holder with minimum 1 year sales or service experience.
  • 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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