Personal Financial Consultant CIMB (Bandar Utama)

Company Description

CIMB Group is a leading bank in the ASEAN region and a world leader in Islamic finance. Headquartered in Kuala Lumpur, Malaysia, the Group provides a range of products and services, including consumer banking, commercial banking, investment banking, Islamic banking, and asset management. CIMB Group serves over 18 million customers with the support of approximately 33,000 staff members, making it 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, located in WP. Kuala Lumpur. The Personal Financial Consultant will be responsible for delivering excellent financial planning and advisory services to clients, including evaluating clients&apos financial needs, developing financial strategies, and offering tailored financial solutions. Daily tasks involve consulting with clients, conducting sales activities, and maintaining up-to-date knowledge of financial products and services.

Qualifications

• Experience in Financial Planning, Finance, and Financial Services
• Expertise in Consulting and Sales
• Strong interpersonal and communication skills
• Proven ability to work effectively in an on-site team environment
• Relevant certifications or a degree in Finance, Economics, Business, or a related field is preferred
• Experience in the banking or financial sector is an advantage