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Home Malaysia Personal Financial Consultant

Personal Financial Consultant

Full time at CIMB in Malaysia
Posted on February 1, 2025

Job details

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Be among the first 25 applicants * To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank's existing and potential customers. * To provide professional advice on appropriate financial products based on customer needs. * To ensure customer satisfaction and provide excellent after sales service. * To plan and implement sales activities related to branch products. * To act promptly on all leads and follow up activities. * To achieve individual sales targets and contribute towards the achievement of the branch target. Job Requirements:

  • Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, in any field.
  • Candidate must hold at least FIMM & Takaful licenses.
  • Minimum 1 year of working experience.
  • Result oriented, passionate about marketing and willing to adapt to new things.
  • Ability to work independently with minimum supervision.
  • Ability to deliver high quality customer service to external and internal customers.
  • Possess good interpersonal skills and able to actively interact with all levels of customers.
Only shortlisted candidates will be notified.

Seniority level

  • Entry level

Employment type

  • Full-time

Job function

  • Finance and Sales
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