Personal Financial Consultant CIMB

3 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia CIMB BANK BERHAD Full time 80,000 - 120,000 per year

Company Description

CIMB Group is a leading focused ASEAN bank and a prominent corporate advisor. Headquartered in Kuala Lumpur, Malaysia, CIMB offers a wide range of services including consumer banking, commercial banking, investment banking, Islamic banking, and asset management products. As the fifth largest banking group by assets in ASEAN, CIMB employs around 33,000 staff and serves over 18 million customers. The group is also a global leader in Islamic finance.

Role Description

This is a full-time on-site role for a Personal Financial Consultant at CIMB BANK BERHAD, located in WP. Kuala Lumpur. The Personal Financial Consultant will be responsible for providing financial planning advice, consulting with clients on their financial needs, and offering tailored financial services. Additionally, the role involves meeting sales targets, building strong client relationships, and delivering exceptional customer service.

Qualifications

  • Financial Planning, Finance, and Financial Services skills
  • Consulting skills to understand and advise on client financial needs
  • Sales skills for achieving targets and driving revenue
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a dynamic on-site environment
  • Relevant experience in the financial industry
  • Bachelor's degree in Finance, Business, Economics, or related field is preferred

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