Personal Financial Consultant

Company Description CIMB Group is a leading ASEAN universal bank based in Kuala Lumpur, Malaysia, offering a wide range of consumer, commercial, wholesale, and Islamic banking services. As one of the largest Asian investment and Islamic banks, CIMB serves over 36,000 staff across 16 locations in ASEAN and beyond. As the fifth largest banking group in ASEAN, CIMB is dedicated to providing comprehensive financial solutions. Both CIMB Bank and CIMB Islamic Bank are members of PIDM, ensuring customer deposits are protected. Role Description This is a full-time on-site role for a Personal Financial Consultant located in Masai. The Personal Financial Consultant will be responsible for assisting clients with financial planning and providing a wide range of financial services. This includes consulting with clients to understand their financial goals, offering advice on suitable financial products, and managing ongoing financial relationships. This role requires frequent client interactions and sales of financial products. Qualifications Financial Planning, Finance, and Financial Services skillsConsulting and Sales skillsExcellent interpersonal and communication skillsAbility to work independently and manage multiple client relationshipsRelevant certifications or degrees in finance or related fieldsExperience in the banking or financial services industry is a plus