Financial Services Consultant

Company Description

CIMB Group is a leading ASEAN universal bank and one of the largest Asian investment and Islamic banks.

Headquartered in Kuala Lumpur, Malaysia, CIMB offers a wide range of financial services, including consumer, commercial, wholesale, and Islamic banking, as well as asset management. With a presence in 16 locations across ASEAN, Asia, and beyond, the group employs over 36,000 staff. CIMB Bank and CIMB Islamic Bank are both proud members of PIDM, committed to innovation and financial inclusion.

Role Description

To promote and professionally sell a wide range of Bancassurance insurance products to the Bank's existing and potential customers.

To provide professional advice and on appropriate financial products based on customer need.

To ensure customer satisfaction and provide excellent after sales service.

To plan and implement sales activities related to Bancassurance products.

To act promptly on all leads and follow up activities.

To acquire good knowledge of Bancassurance products in the market.

To achieve individual sales target and contribute towards the achievement of the branch target.

Qualifications

Strong analytical and problem-solving skills to assess financial situations and provide effective solutions

• Solid understanding of finance and financial services principles

• Experience in consulting and the ability to provide sound financial advice

• Excellent communication skills to effectively engage and build relationships with clients

• Proficiency in financial tools and software is an advantage

• Bachelor's degree in Finance, Accounting, Business, or a related field is preferred

• Prior experience in financial services or consulting roles is an asset

• Strong commitment to customer service and a results-oriented mindset