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Financial Services Specialist

2 weeks ago

Ipoh, Perak, Malaysia Nirvana Asia Full time
Nirvana Asia Job Description

Job Title: Personal Financial Consultant

Location: Northern Region (Penang, Alor Setar, Ipoh)

About the Role

We are seeking a highly motivated and results-driven Personal Financial Consultant to join our team at Nirvana Asia. As a key member of our Group Consumer Financial Services division, you will be responsible for providing holistic banking solutions to our customers.

As a Personal Financial Consultant, you will offer professional wealth advice, be our personal and premier banking advocate, acquire new customers, service existing ones, and ensure compliance with all documentary and process procedures.

You will be part of a dynamic team that serves almost 3 million customers across Singapore, Malaysia, Indonesia, and Greater China. We cater to high net worth, premier, and emerging affluent individuals through our premier private, wealth management, and affluent banking propositions.

Our accelerated career path offers aspiring graduates a chance to become future leaders in Consumer Banking & Wealth Management. You will receive comprehensive and hands-on assignments, as well as exposure to real-world challenges.

Key Responsibilities
  • To provide 'One-Stop' banking solutions to our customers.
  • Offer professional wealth advice and support from our regional wealth panel.
  • To acquire new customers and establish strong relationships through events and sales activities.
  • To proactively engage customers, ensuring excellent customer satisfaction and engagement scores.
  • To adhere to all regulatory and documentary requirements, ensuring zero defects in account opening and transactions.
Requirements
  • Diploma or above holder with minimum 1 year sales or service experience in the financial or service industry.
  • Fresh graduates encouraged to apply.
  • License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM) an added advantage.
  • Possess strong interest in financial planning, investment, lending, and sales.
  • Strong understanding of financial and non-financial markets, excellent communication, and interpersonal skills.
  • Good social networking skills and ability to deliver high-quality customer service.
  • Multi-lingual skills an added advantage.
  • Possesses own transport and willing to travel.