Personal Financial Consultant - Malaysia, Selangor - CIMB

CIMB Malaysia, Selangor

3 days ago

Full time

Description

Company Description

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

Role Description

This is a full-time role for a Personal Financial Consultant based in Gombak. The Personal Financial Consultant will be responsible for helping clients achieve their personal financial goals, including retirement planning, tax planning, and investment planning. The Personal Financial Consultant will work closely with clients to create customized financial plans, manage portfolios, and provide financial advice.

Qualifications

Bachelor's degree in Finance, Business, Economics or related field
At least 2 years of experience in personal financial planning, investment advisory, or related field
Certification as a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA)
Strong knowledge of investment products, financial planning, and tax planning
Excellent interpersonal skills to maintain and develop client relationships and provide high-quality customer service
Ability to work independently, and be self-motivated and results-oriented
Excellent attention to detail, time management skills, and ability to multitask in a fast-paced environment
Ability to maintain confidential information and exercise discretion and sound judgment
Excellent verbal and written communication skills in English

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Personal Financial Consultant - Malaysia, Selangor - CIMB

Description

Financial Consultant