Personal Financial Consultant

Company Description

CIMB Group is a leading ASEAN bank, headquartered in Kuala Lumpur, Malaysia, and renowned for being a top corporate advisor and a global leader in Islamic finance. Offering a diverse range of products and services including consumer banking, commercial banking, investment banking, Islamic banking, and asset management, CIMB Group is the fifth largest banking group by assets in ASEAN. The Group employs around 33,000 staff and serves over 18 million customers.

Role Description

This is a full-time on-site role located in Kuching for a Personal Financial Consultant specifically at CIMB Khoo Hun Yeang.

The consultant will assist the branch to approach clients with financial planning, provide financial services, and drive sales of financial products such as ASB financing, Personal

financing, Credit card, Unit trust and Banca assurance.

Daily tasks will include evaluating clients financial needs, developing tailored financial plans, and maintaining strong client relationships to achieve monthly target.

Qualifications

• Ability to work independently and effectively in a team-based environment
• Bachelor's degree in Finance, Business, Economics, or related field