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Personal Financial Consultant

Salary undisclosed

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Company Description

CIMB Group is a leading focused ASEAN bank and one of the region’s foremost corporate advisors, headquartered in Kuala Lumpur, Malaysia. Known globally as a leader in Islamic finance, CIMB Group offers a comprehensive range of products and services including consumer banking, commercial banking, investment banking, Islamic banking, and asset management. The Group is the fifth largest banking group by assets in ASEAN, employing around 33,000 staff and serving over 18 million customers as of March 2022.

Role Description

This is a full-time on-site role for a Personal Financial Consultant located in Sarikei. The Personal Financial Consultant will be responsible for providing clients with tailored financial planning services, including investment and savings advice. The main tasks include meeting and building relationships with clients, analyzing financial information, recommending appropriate financial products, and achieving sales targets set by the bank. Additionally, the consultant will work closely with clients to provide ongoing support and ensure the evaluation and adaptation of their financial plans.

Qualifications

  • Financial Planning and Finance skills
  • Experience in Financial Services and Consulting
  • Sales skills and the ability to achieve targets
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Self-motivated and able to work independently
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications in financial planning or consulting are a plus
  • Experience in the banking industry is beneficial

Company Description

CIMB Group is a leading focused ASEAN bank and one of the region’s foremost corporate advisors, headquartered in Kuala Lumpur, Malaysia. Known globally as a leader in Islamic finance, CIMB Group offers a comprehensive range of products and services including consumer banking, commercial banking, investment banking, Islamic banking, and asset management. The Group is the fifth largest banking group by assets in ASEAN, employing around 33,000 staff and serving over 18 million customers as of March 2022.

Role Description

This is a full-time on-site role for a Personal Financial Consultant located in Sarikei. The Personal Financial Consultant will be responsible for providing clients with tailored financial planning services, including investment and savings advice. The main tasks include meeting and building relationships with clients, analyzing financial information, recommending appropriate financial products, and achieving sales targets set by the bank. Additionally, the consultant will work closely with clients to provide ongoing support and ensure the evaluation and adaptation of their financial plans.

Qualifications

  • Financial Planning and Finance skills
  • Experience in Financial Services and Consulting
  • Sales skills and the ability to achieve targets
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Self-motivated and able to work independently
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications in financial planning or consulting are a plus
  • Experience in the banking industry is beneficial