Staff Get Staff - Personal Financial Consultant MY

Reposted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Junior
Financial Services
The Role
The role involves promoting and selling financial products, providing client advisory, ensuring customer satisfaction, and achieving sales targets in a branch environment.
Summary Generated by Built In

Job Responsibilities:

  • To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers.
  • To provide professional advice and on appropriate financial products based on customer needs.
  • To ensure customer satisfaction and provide excellent after sales service.
  • To plan and implement sales activities related to branch products.
  • To act promptly on all leads and follow up activities.
  • To achieve individual sales target and contribute towards the achievement of the branch target.

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.

Skills Required

  • Advanced/Higher/Graduate Diploma or Bachelor’s Degree in any field
  • Minimum 1 year of working experience in the branch environment is an advantage
  • Possess full Insurance and UT license & banca licenses
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The Company
HQ: Kuala Lumpur, Kuala Lumpur
13,216 Employees

What We Do

CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.

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