Deskripsi Pekerjaan
Join CIMB Group Holdings Berhad as a Personal Financial Advisor and embark on a rewarding career in wealth management. We're seeking passionate professionals to guide clients through their financial journeys, providing expert advice on investments, insurance, retirement planning, and wealth preservation. As Malaysia's premier financial institution, we offer comprehensive training, industry-leading resources, and a dynamic environment where your expertise translates to tangible client success. This role combines strategic financial acumen with relationship-building excellence, allowing you to make a meaningful impact while achieving personal and professional growth.
At CIMB, we value integrity, innovation, and client-centric solutions. You'll collaborate with industry experts while leveraging our digital platforms to deliver seamless financial services. Whether you're helping clients navigate market volatility or plan for major life milestones, you'll be empowered to transform financial aspirations into reality. Join us in shaping Malaysia's financial future while building a fulfilling career with competitive rewards and unlimited potential.
Tanggung Jawab
- Develop and maintain robust client relationships through personalized financial consultations
- Conduct comprehensive financial needs analysis and create tailored wealth management solutions
- Drive sales targets for investment products, insurance plans, and retirement schemes
- Stay updated on market trends, regulatory changes, and financial product innovations
- Prepare and present detailed financial plans aligned with client objectives and risk tolerance
- Ensure strict compliance with financial regulations and company policies
- Collaborate with cross-functional teams to enhance client experience and service delivery
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Professional certification (e.g., CFP, CFA, or RM certification) preferred
- Minimum 2 years experience in financial advisory, banking, or sales role
- Strong analytical skills with ability to interpret financial data and market trends
- Excellent communication and interpersonal skills for client relationship management
- Proven track record of achieving sales targets and KPIs
- Valid practicing license from Securities Commission Malaysia