Personal Financial Consultant

A Personal Financial Consultant at CIMB is responsible for promoting and selling a wide range of financial products, including wealth management, loans, and bancassurance, to both existing and potential customers. The role involves providing professional advice tailored to customer needs, ensuring customer satisfaction through excellent after-sales service, and achieving individual sales targets that contribute to the branch’s overall goals.

Key Responsibilities:

1. Promote and sell various financial products to customers.
2. Provide professional financial advice based on customer needs.
3. Ensure customer satisfaction with excellent after-sales service.
4. Plan and implement sales activities related to branch products.
5. Act promptly on leads and follow-up activities.
6. Achieve individual sales targets and contribute to branch targets.

Requirements:

1. Possess at least an Advanced/Higher/Graduate Diploma, Bachelor’s Degree, Post Graduate Diploma, or Professional Degree in any field.
2. Minimum of 1 year working experience in a branch environment is advantageous.
3. Result-oriented, passionate about marketing, and adaptable to new challenges.
4. Ability to work independently with minimal supervision.
5. Deliver high-quality customer service to both external and internal customers.
6. Possess good interpersonal skills and the ability to interact actively with all levels of customers.
7. Candidates with full Insurance and Unit Trust (FIMM) & bancassurance licenses will have an added advantage.