Personal Financial Consultant

Company Description

CIMB Group is a leading ASEAN universal bank, headquartered in Kuala Lumpur, Malaysia. The bank offers a range of products and services, including consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management. CIMB is the fifth largest banking group in ASEAN, employing over 36,000 staff in 16 locations across ASEAN, Asia, and beyond. CIMB Bank and CIMB Islamic Bank are members of the Perbadanan Insurans Deposit Malaysia (PIDM).

Role Description

This is a full-time on-site role based in Kuching for a Personal Financial Consultant. The Personal Financial Consultant will be responsible for providing financial planning and consultancy services to clients. Day-to-day tasks include analyzing clients' financial situations, developing financial plans, offering tailored financial advice, and assisting clients with financial products. The role also involves maintaining client relationships and driving sales to meet financial targets.

Qualifications

• Financial Planning, Finance, and Financial Services skills
• Consulting skills and experience in providing financial advice
• Sales skills and experience in driving financial product sales
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Relevant certifications or qualifications in finance or financial planning are a plus
• Bachelor's degree in Finance, Business, Economics, or related field