Financial Planning Advisor Financial Planning Advisor …

CIMB Malaysia
in Kuala Lumpur, Kuala Lumpur, Malaysia
Permanent, Full time
Be the first to apply
Competitive
CIMB Malaysia
in Kuala Lumpur, Kuala Lumpur, Malaysia
Permanent, Full time
Be the first to apply
Competitive
Financial Planning Advisor

  • To promote and professionally sell selected range of Bancassurance products to achieve sales target.

  • To provide bank's existing and potential customers professional advice on appropriate financial products based on customer's need.

  • To ensure customer satisfaction and provide excellent after sales service.

  • To plan and to implement sales activities related to Bancassurance products.


Qualifications
  • Candidate must be a Degree Holder in Marketing / Business Study or its equivalent.
  • Fully certified with PCE Life & CEILI and / or TBE licenses.
  • Strong command in spoken and written English. Ability to speak in Mandarin / Cantonese is an added advantage.
  • Team player with integrity.
  • Embrace performance driven sales culture.
  • Excellent communication and interpersonal skills.
  • Streetwise, with good selling and negotiation skills.
  • Preferably posses own transport.
Close