Personal Financial Consultant - Southern Region (Johor, Melaka)

Personal Financial Consultant - Southern Region (Johor, Melaka)

The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia, and Greater China. In Malaysia, our customer proposition caters to high net worth, premier, and emerging affluent individuals through our premier private, wealth management, and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you a comprehensive and hands-on assignment, as well as exposure to the real-world challenges in Consumer Banking & Wealth Management. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

Job Responsibilities:

• To provide “One-Stop” and holistic banking solutions to our customers.
• Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by the regional wealth panel. You will be constantly engaged with our wealth specialists, sensing the pulse of the global economy, and in return, offer your professional advice and appropriate financial solutions to our customers, achieving your revenue target.
• Be Our Personal and Premier Banking Advocate and Acquire New Customers – You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share the benefits and invite them to be part of the Personal / Premier Banking.
• Service - You are expected to proactively engage our customers to establish good relationships with customers to achieve a growing customer satisfaction in line with the aim of improving customer engagement scores consistently.
• Compliance – You are to adhere diligently to all documentary processes, procedures, and requirements. To ensure no lapses in control requirements and submit reports, both statutory and regulatory, in a timely manner. To ensure zero defects in account opening, sales transactions execution, loan submission, and others.

Job Requirements:

• Diploma and above holder with a minimum of 1 year sales or service experience in the financial or service industry (e.g., service experience in Airline, Telco, Hotel, Tourism).
• Fresh graduates are encouraged to apply.
• License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM, etc.) are an added advantage.
• Possess a strong interest in financial planning, investment, lending, and sales.
• Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills.
• Good social networking skills and able to deliver and maintain high quality of customer service.
• Multi-lingual capabilities will be an added advantage.
• Possess own transport and willing to travel.