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Personal Financial Consultant
CIMB BANK BERHAD
Posted
2 days ago

Shah Alam, Selangor

Onsite

MYR 5K

Junior Level

Full Time

Job Categories

Finance Consulting Customer Sales Banking

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Skills

Experience

Industry

Sema Summary

The Personal Financial Consultant at CIMB Bank Berhad will be responsible for advising clients on financial products, managing client portfolios, and providing exceptional customer service. Ideal candidates should possess strong sales and consulting skills, focusing on meeting customer financial needs. This full-time position is located in Shah Alam, Malaysia, and suitable for those at a junior experience level. As this role is on-site, the consultant will be part of a dynamically engaging team dedicated to financial planning.

About Company

CIMB Bank Berhad is a prominent financial institution in Malaysia, known for providing a wide range of banking services and financial products to its customers.

Core Requirements

Bachelor's degree in Finance or related field
Strong interpersonal skills
Sales experience in financial products
Customer service orientation
Knowledge of financial regulations

Responsibilities

Advise clients on financial products
Manage client portfolios effectively
Conduct financial needs analysis
Build and maintain client relationships
Achieve sales targets
Provide excellent customer service
Stay updated on financial market trends

Must Have skills

Sales skillsCustomer serviceFinancial analysisInterpersonal skillsKnowledge of banking products

Nice To Have Skills

Presentation skillsNegotiation skillsProblem-solvingTeam collaborationTime management

Tools Knowledge Requried

CRM SoftwareFinancial Planning ToolsMicrosoft OfficePresentation SoftwareData Analysis Tools

Job Keywords

financial consultingcustomer servicesalesbankingfinance

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