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Personal Financial Consultant

Salary undisclosed

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Company Description

CIMB Group is a leading ASEAN universal bank, headquartered in Kuala Lumpur, Malaysia. We offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia, and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.

Role Description

This is a full-time on-site role for a Personal Financial Consultant based in Tawau. The Personal Financial Consultant will be responsible for financial planning, finance, financial services, consulting, and sales tasks on a day-to-day basis.

Qualifications

  • Financial Planning and Finance skills
  • Experience in Financial Services and Consulting
  • Sales skills
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team
  • Relevant certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Business, or related field