Financial Planning Advisor

CIMBKuala Lumpur, Kuala Lumpur, Malaysia

3 hours ago

Job description

Location

CIMB WP, Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Benefits

Competitive remuneration & potential to earn where sky is the limit!
Personal & career growth opportunities
Opportunity to work across the region

Job Description

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 implement sales activities related to Bancassurance products

Job Requirements

Candidate must be a Degree Holder in Marketing / Business Study or its equivalent

Fully certified with PCE Life & CEILI and / or TBE licenses.

Team player with integrity

Excellent communication and interpersonal skills

Streetwise, with good selling and negotiation skills

Preferably possess own transport

Seniority level

Entry level

Employment type

Full-time

Job function

Financial Services, Banking, and Insurance

Refinements

Kindly be informed that only shortlisted candidates will be notified.

Referrals increase your chances of interviewing at CIMB by 2x

#J-18808-Ljbffr

Create a job alert for this search

Financial Advisor • Kuala Lumpur, Kuala Lumpur, Malaysia

Related jobs

Promoted

Financial Advisor

Forvis Mazars Asia Pacific Services Sdn BhdKuala Lumpur, Kuala Lumpur, Malaysia

The Financial (Deals) Associate will be a part of our Singapore office, which is the center of excellence within APAC, and will have the opportunity to work on cross-border assignments within the r...Show moreLast updated: 2 days ago

Promoted

Financial Solution Advisor (Mandarin Speaker) - WFH

SummitNext Technologies Sdn BhdKuala Lumpur, Malaysia

We are SummitNext Technologies Sdn.BPO and Technology Solutions provider located in Selangor, where innovation meets excellence. As we embark on our rapid expansion, we are eagerly seeking talented ...Show moreLast updated: 30+ days ago

Promoted

Wealth Advisor

NearaKuala Lumpur, Kuala Lumpur, Malaysia

Job type : Full Time • Department : Wealth Advisory • Work type : On-Site.Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. We are looking for an experienced Wealth Advisor to guide our high v...Show moreLast updated: 3 days ago

Promoted
New!

Senior Utility Solutions Consultant (Presales) - Remote

OracleKuala Selangor, Kuala Selangor, Malaysia

A leading technology firm is seeking a Principal Sales Consultant in Kuala Lumpur, Malaysia.This role requires in-depth expertise in the utility industry, focusing on presales activities and client...Show moreLast updated: 3 hours ago

Promoted

Physiotherapy

Iswanah Resources Sdn BhdBatu Caves, Selangor, Malaysia

Performing physiotherapy treatments, assessments, and rehabilitation plans for patient.Compassionate, caring, and equipped with good communication and interpersonal skills.Candidate must possess at...Show moreLast updated: 30+ days ago

Promoted

Junior Financial Planning and Analysis

Arvato Systems MalaysiaKuala Lumpur, Kuala Lumpur, Malaysia

Support in the compilation and analysis of annual budget, board presentations, financial mod-els, Global Delivery reporting, other monthly and yearly management reports • Support in providing det...Show moreLast updated: 3 days ago

Promoted

Azure Architect (AI Adoption / Security)

Softenger (Malaysia) Sdn BhdSeremban, Negeri Sembilan, Malaysia

Job Title : AI Architect (Adoption / Security).We are hiring for key roles to support a major enterprise‑scale AI transformation program. Candidates will work closely with business and IT teams to driv...Show moreLast updated: 2 days ago

Promoted

BSc Professional Accountancy Online Tutor (Performance Management)

The University of LondonKuala Selangor, Kuala Selangor, Malaysia

Job reference : – Salary : £2,703 flat fee per study session – Closing date : 02 / 12 / 2025 – Department : University of London - Worldwide – Location : Other – Employment type : Self-employed Contractor ...Show moreLast updated: 1 day ago

Promoted

Talent Acquisition Partner - KL, Malaysia

CygnifyKuala Selangor, Kuala Selangor, Malaysia

Talent Acquisition Partner - KL, Malaysia.Cygnify is a dynamic and innovative talent solutions provider specializing in Talent Acquisition as a Service (TAaaS) for technology start-ups across the r...Show moreLast updated: 4 days ago

Promoted
New!

Partner Service Mandarin Speaker (WFH Opportunity)

ConcentrixSeremban, Negeri Sembilan, Malaysia

Concentrix Federal Territory of Kuala Lumpur, Malaysia.Be among the first 25 applicants.Direct message the job poster from Concentrix. Working days : 5 working days and 2 off days in a week.Intake Da...Show moreLast updated: 3 hours ago

Promoted
New!

Financial Planning Analyst

Wipro Consumer Care (LDW) MalaysiaKajang Municipal Council, Selangor, Malaysia

Location : Kuala Lumpur, Malaysia.Partner with sales and marketing teams to support pricing, promotions, and trade spend decisions. Analyze trade promotion ROI and customer profitability, making reco...Show moreLast updated: 3 hours ago

Promoted

Senior Financial Planning & Analysis (Asia)

Agensi Pekerjaan Talentvis Malaysia Sdn BhdShah Alam, Selangor, Malaysia

Senior Financial Planning & Analysis (Asia).Report remotely to the FP&A Lead in the Philippines and oversee closing, forecasting, and budgeting for Asia plants. Financial Reporting & Analysis : .Conso...Show moreLast updated: 24 days ago

Promoted

Lead Talent Acquisition : Build World-Class Teams (Remote)

BjakKuala Selangor, Kuala Selangor, Malaysia

A financial services platform in Malaysia seeks a Lead, Talent Acquisition to drive recruitment efforts.This role involves managing the full-cycle hiring process and ensuring a positive candidate e...Show moreLast updated: 2 days ago

Promoted

Impactful Online Tutor : BSc Professional Accountancy

The University of LondonKuala Selangor, Kuala Selangor, Malaysia

A leading global education provider is seeking an Online Tutor specializing in Performance Management for their BSc Professional Accountancy programme. The role involves supporting students through ...Show moreLast updated: 1 day ago

Promoted

Senior E&C Risk Governance Lead - Remote

Oman ShellKuala Selangor, Kuala Selangor, Malaysia

A leading energy company located in Cyberjaya is seeking an E&C Risk Governance Lead to manage E&C risk management processes, improving frameworks and reporting for stakeholder engagement.The ideal...Show moreLast updated: 3 days ago

Promoted

M / AD - Corporate Finance (Deals) (Petaling Jaya)

ACCA CareersPetaling Jaya, Selangor, Malaysia

M / AD - Corporate Finance (Deals) (Petaling Jaya).M / AD - Corporate Finance (Deals) (Petaling Jaya).KPMG Corporate Finance practice provides advisory services to support clients throughout their deal...Show moreLast updated: 30+ days ago

Independent Financial Advisor (Remote - Worldwide)

Recruiter4youKuala Lumpur, Federal Territory of Kuala Lumpur, .MY

Quick Apply

We act as a true HR Business Partner - providing tailored HR advisory while connecting the right talent with the right opportunities. Our focus is on delivering exceptional service and building long...Show moreLast updated: 2 days ago

Promoted

Finance AVP - Strategic Leader in Governance & Growth

ACCA CareersGenting Highlands, Pahang, Malaysia

A financial services company in Genting Highlands is seeking an experienced leader to manage their Finance Division.The ideal candidate will have a robust background in financial management and exp...Show moreLast updated: 3 days ago