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Personal Financial Consultant

Salary undisclosed

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Company Description

CIMB Group is a leading focused ASEAN bank and a world leader in Islamic finance, headquartered in Kuala Lumpur, Malaysia. The Group offers consumer banking, commercial banking, investment banking, Islamic banking, and asset management products and services. With around 33,000 staff and over 18 million customers, CIMB is the fifth largest banking group by assets in ASEAN.

Role Description

This is a full-time on-site role for a Personal Financial Consultant at CIMB BANK BERHAD in Petaling Jaya. The Personal Financial Consultant will be responsible for providing financial planning, consulting services, sales, and financial services to clients on a day-to-day basis.

Qualifications

  • Financial Planning and Finance skills
  • Experience in Financial Services and Consulting
  • Sales skills
  • Excellent interpersonal and communication skills
  • Proven track record in achieving sales targets
  • Knowledge of investment products and services
  • Relevant certifications such as CFP, CFA, or CPA are a plus