Deskripsi Pekerjaan
Join CIMB Group Holdings Berhad, one of Southeast Asia's leading financial services providers, as a Financial Planning Advisor specializing in bancassurance solutions. This pivotal role empowers you to transform clients' financial futures through personalized wealth management strategies. You'll leverage CIMB's robust product ecosystem to deliver integrated financial planning encompassing insurance, investments, retirement solutions, and protection products. In this client-facing position, you'll cultivate lasting relationships by understanding unique financial goals and crafting bespoke solutions that align with risk appetite and life milestones. The role offers exceptional growth opportunities within CIMB's dynamic banking environment, supported by comprehensive training programs and industry-leading resources. Ideal for ambitious financial professionals seeking to combine technical expertise with interpersonal excellence.
Tanggung Jawab
- Conduct comprehensive financial needs analysis for individual clients and families
- Develop customized financial plans incorporating bancassurance products (insurance, investments, retirement)
- Build and maintain strong client relationships through regular portfolio reviews and advisory services
- Achieve sales targets while ensuring compliance with regulatory requirements and ethical standards
- Stay updated on market trends, product innovations, and regulatory changes in financial services
- Collaborate with cross-functional teams to enhance client experience and service delivery
- Provide ongoing financial education to clients through workshops and personalized consultations
Kualifikasi
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Professional certification (CFP, RFP, or similar) strongly preferred
- Minimum 2 years experience in financial planning, bancassurance, or wealth management
- Valid Capital Markets Services Representative License from SC
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills with client-facing experience
- Proficiency in financial planning software and CRM systems