Deskripsi Pekerjaan
Join CIMB Group Holdings Berhad, a leading financial institution in Malaysia, as a Financial Planning Advisor specializing in bancassurance solutions. This pivotal role empowers you to transform clients' financial aspirations into actionable strategies through tailored insurance and investment products. Leverage your expertise to build lasting client relationships while driving business growth in the dynamic Klang Valley market. CIMB offers a collaborative environment with comprehensive training programs, career advancement opportunities, and a culture that values integrity and excellence. As part of our mission to provide world-class financial services, you'll develop personalized financial plans that address clients' evolving needs for protection, wealth accumulation, and retirement planning.
Successful candidates will benefit from CIMB's industry-leading resources, including cutting-edge digital tools and continuous professional development. This position is ideal for driven professionals seeking to make a tangible impact in clients' financial lives while building a rewarding career in one of Southeast Asia's most vibrant financial hubs.
Tanggung Jawab
- Develop comprehensive financial plans for clients focusing on bancassurance products
- Build and maintain strong client relationships through regular consultations and trust-building
- Conduct thorough financial needs analysis to identify protection, investment, and retirement planning gaps
- Stay updated on regulatory changes and industry trends affecting bancassurance products
- Collaborate with cross-functional teams to deliver seamless client experiences
- Meet and exceed sales targets while maintaining high service quality standards
- Provide ongoing financial education to clients to enhance financial literacy
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Professional certification (e.g., CFP, ChFC, or RMIIA) preferred
- Minimum 2 years experience in financial planning or bancassurance sales
- Strong knowledge of Malaysian financial regulations and insurance products
- Excellent communication, presentation, and interpersonal skills
- Proven track record in client relationship management and sales achievement
- Highly motivated with results-driven mindset and ethical approach