Personal Financial Consultant – CIMB Group Holdings Berhad
Role Summary
The Personal Financial Consultant role focuses on promoting financial products and providing tailored advice to customers. You will be responsible for achieving sales targets and ensuring customer satisfaction through excellent service.
Job Description
As a Personal Financial Consultant, you will promote and sell a variety of Wealth, Loans, and Bancassurance products to existing and potential customers. Your role includes providing professional advice tailored to customer needs, ensuring satisfaction, and achieving sales targets through effective follow-up and planning of sales activities.
Job Requirements
Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, in any field.
Minimum 1 year of working experience in the branch environment will be added advantage.
Result oriented, passionate with marketing and willing to adopt 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 skill and able to actively interact with all levels of customers.
Candidate with full Insurance and UT license (FIMM) & banca licenses will have an added advantage.
Only shortlisted candidates will be notified.
Quick Info
Company
CIMB Group Holdings Berhad
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
5 skills
Click to submit your application
Required Skills
Sales
Customer Service
Financial Planning
Interpersonal Skills
Marketing
Application Tips
- Ensure your resume highlights relevant skills and experience
- Tailor your application to match the role requirements
- Double-check all information before submitting
- Submit your application as soon as possible to increase your chances