Personal Financial Consultant at CIMB Group Holdings Berhad - Kuala Lumpur
Role Summary
The Personal Financial Consultant is responsible for promoting and selling a variety of Wealth, Loans, and Bancassurance products to customers. This role involves providing tailored professional advice to meet customer needs and achieving sales targets through effective planning and follow-up.
Job Description
As a Personal Financial Consultant, you will engage with existing and potential customers in a dynamic work environment focused on financial solutions. Your day-to-day activities will include advising clients, managing sales activities, and ensuring customer satisfaction.
Key Responsibilities:
- Promote and sell Wealth, Loans, and Bancassurance products.
- Provide professional financial advice tailored to customer needs.
- Ensure customer satisfaction through effective communication.
- Achieve sales targets through strategic planning and follow-up.
- Build and maintain strong relationships with clients.
- Conduct market research to identify potential customers.
- Collaborate with team members to enhance service delivery.
Job Requirements
Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, or Professional Degree in any field.
Minimum 1 year of working experience in a branch environment is an advantage.
Must have a full Insurance and UT license (FIMM) & banca licenses for added advantage.
Strong interpersonal skills and ability to interact with all customer levels.
Result-oriented and passionate about marketing.
Quick Info
Company
CIMB Group Holdings Berhad
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
6 skills
Click to submit your application
Required Skills
Sales
Customer Service
Financial Advisory
Relationship Management
Communication
Market Research
Personal Financial Consultant Salary at CIMB Group Holdings Berhad
CIMB Group Holdings Berhad has not disclosed the salary for this role. Personal Financial Consultant positions in Kuala Lumpur typically pay RM999–RM16,000 per month, based on the 49 comparable vacancies currently listed on SuperJobs.
How to Apply for This Personal Financial Consultant Role
- Click Apply Now and sign in, or create a free SuperJobs profile. It takes about two minutes and there is no agency fee.
- Upload your CV once and answer any screening questions CIMB Group Holdings Berhad asks. Your profile is reused for every application after this one.
- Submit, then track the application and any employer replies from your dashboard. Applications close 2026-11-10, so apply early.
Personal Financial Consultant - Frequently Asked Questions
What is the salary for a Personal Financial Consultant at CIMB Group Holdings Berhad in Kuala Lumpur?
CIMB Group Holdings Berhad has not disclosed the salary for this role. Personal Financial Consultant positions in Kuala Lumpur typically pay RM999–RM16,000 per month, based on the 49 comparable vacancies currently listed on SuperJobs.
Where is this Personal Financial Consultant job located?
This Personal Financial Consultant position is based in Kuala Lumpur, Malaysia. This role is fully on-site.
What qualifications do I need for this Personal Financial Consultant role?
CIMB Group Holdings Berhad is looking for Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, or Professional Degree in any field.; Minimum 1 year of working experience in a branch environment is an advantage.; Must have a full Insurance and UT license (FIMM) & banca licenses for added advantage..
How do I apply for this Personal Financial Consultant job at CIMB Group Holdings Berhad?
Apply directly on SuperJobs — create a free profile, upload your CV once and submit. There is no agency fee and no charge to applicants. Applications close 2026-11-10.
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
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