Personal Financial Consultant

Company Description

CIMB Group is a leading ASEAN universal bank headquartered in Kuala Lumpur, Malaysia. It is one of the largest Asian investment banks and one of the world's largest Islamic banks. CIMB Group offers a wide range of banking products and services, including consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management. As the fifth-largest banking group in ASEAN, CIMB employs over 36,000 staff across 16 locations worldwide.

Role Description

This is a full-time on-site role for a Personal Financial Consultant located in Subang Jaya. The Personal Financial Consultant will be responsible for providing financial planning services, offering tailored investment advice, and assisting clients in developing strategies to meet their financial goals. The consultant will also handle sales and provide consulting services to clients, ensuring a high level of customer satisfaction and meeting organizational objectives.

Qualifications

• Expertise in Financial Planning, Finance, and Financial Services
• Experience in Consulting, with strong customer-facing skills
• Proven track record in Sales
• Excellent communication and interpersonal skills
• Ability to work on-site in Subang Jaya
• Bachelor's degree in Finance, Business, Economics, or related field
• Relevant certifications such as CFP, CFA, or equivalent are advantageous