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Personal Financial Advisor, Personal Financing Acquisition - Taman Mutiara Cheras (KV1) MY (AW-i)

CIMB Group Malaysia
Full-time
On-site
Malaysia
🌐 Digital Marketing

πŸ“Œ Core Information

πŸ”Ή Job Title: Personal Financial Advisor, Personal Financing Acquisition - Taman Mutiara Cheras (KV1) MY (AW-i)

πŸ”Ή Company: CIMB Group Malaysia

πŸ”Ή Location: Malaysia

πŸ”Ή Job Type: Full-time

πŸ”Ή Category: Banking & Financial Services

πŸ”Ή Date Posted: July 7, 2025

πŸ”Ή Experience Level: Entry-level to 2 years

πŸ”Ή Remote Status: On-site

πŸš€ Job Overview

Key aspects of this role include:

  • Achieving sales targets for personal financing products
  • Providing financial advisory services to customers
  • Contributing to the growth of CIMB's personal financing portfolio
  • Working collaboratively with the team to meet collective targets

ASSUMPTION: This role is heavily focused on sales and customer acquisition, with a strong emphasis on meeting targets. It requires strong communication skills and a customer-centric mindset.

πŸ“‹ Key Responsibilities

βœ… Generate sales for respective products according to targets assigned by management

βœ… Provide financial advisory services to customers, helping them understand and choose suitable personal financing options

βœ… Collaborate with the team to meet collective sales targets and contribute to the overall growth of CIMB's personal financing portfolio

ASSUMPTION: While the primary responsibility is sales-focused, this role also requires a strong understanding of financial products and the ability to provide sound financial advice to customers.

🎯 Required Qualifications

Education: A bachelor's degree in Business, Finance, Economics, or a related field

Experience: 0-2 years of relevant experience in sales, customer service, or a related field

Required Skills:

  • Proven sales skills and a track record of meeting or exceeding targets
  • Strong communication and interpersonal skills
  • Excellent customer service skills
  • Familiarity with financial products and services
  • Proficiency in English

Preferred Skills:

  • Bilingual or multilingual skills
  • Experience in the banking or financial services industry
  • Knowledge of Islamic finance

ASSUMPTION: While not explicitly stated, proficiency in Malay would be beneficial for this role due to the location in Malaysia.

πŸ’° Compensation & Benefits

Salary Range: The salary range for this role in Malaysia typically falls between MYR 2,500 to MYR 4,000 per month, depending on experience and performance. This is an estimate based on industry standards for entry-level to mid-level personal banking roles.

Benefits:

  • Medical and dental benefits
  • Life and disability insurance
  • Retirement benefits
  • Employee discounts on banking services

Working Hours: Full-time, with a standard workweek of 40 hours. The role may require flexible hours, including evenings and weekends, to meet customer needs.

ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on individual performance and the company's discretion.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: CIMB Group is a leading focused ASEAN bank and one of the region’s foremost corporate advisors. It is also a world leader in Islamic finance.

Company Size: CIMB Group has around 33,000 staff and over 18 million customers, making it a large organization with significant resources and opportunities for career growth.

Founded: CIMB Group was founded in 1967 and has since grown to become a major player in the banking and financial services industry in ASEAN.

Company Description:

  • CIMB Group is a leading focused ASEAN bank and one of the region’s foremost corporate advisors.
  • It offers consumer banking, commercial banking, investment banking, Islamic banking, and asset management products and services.
  • The Group is headquartered in Kuala Lumpur, Malaysia, and has a significant presence in the ASEAN region.

Company Specialties:

  • Consumer banking
  • Commercial banking
  • Investment banking
  • Islamic banking
  • Asset management

Company Website: www.cimb.com

ASSUMPTION: CIMB Group's large size and diverse range of products and services offer applicants a wide range of career opportunities and growth prospects.

πŸ“Š Role Analysis

Career Level: This role is typically an entry-level or junior position in the banking and financial services industry.

Reporting Structure: The role reports directly to the Branch Manager or a designated supervisor within the branch.

Work Arrangement: The role is on-site, with a standard workweek of 40 hours. It may require flexible hours, including evenings and weekends, to meet customer needs.

Growth Opportunities:

  • Progression to senior roles within the personal banking division
  • Transition to other divisions within CIMB Group, such as commercial banking or investment banking
  • Opportunities for international assignments within the ASEAN region

ASSUMPTION: Given CIMB Group's size and diversity, there are significant opportunities for career growth and development within the organization.

🌍 Location & Work Environment

Office Type: The role is based in a retail banking branch in Taman Mutiara Cheras, Kuala Lumpur, Malaysia.

Office Location(s): Taman Mutiara Cheras, Kuala Lumpur, Malaysia

Geographic Context:

  • The role is based in a densely populated urban area, with a high concentration of potential customers.
  • The location offers easy access to public transportation and other amenities.
  • The area is known for its diverse cultural and culinary scene, providing ample opportunities for leisure and social activities.

Work Schedule: The role follows a standard workweek of 40 hours, with flexible hours required to meet customer needs.

ASSUMPTION: The urban location of the role offers a vibrant and dynamic work environment, with ample opportunities for customer interaction and networking.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Online application submission
  • Phone or video screening
  • Face-to-face interview with the hiring manager or a panel of interviewers
  • Background check and offer

Key Assessment Areas:

  • Sales skills and target achievement
  • Communication and interpersonal skills
  • Customer service skills
  • Financial product knowledge
  • Problem-solving and decision-making skills

Application Tips:

  • Highlight your sales experience and track record of meeting or exceeding targets
  • Tailor your resume to emphasize skills and experiences relevant to the role
  • Prepare for behavioral interview questions that focus on sales scenarios and customer service situations

ATS Keywords: Sales, target achievement, financial advisory, customer service, banking, personal financing

ASSUMPTION: The application process for this role is likely to be competitive, given the attractive salary and benefits package and the opportunity to work for a large and well-established organization.

πŸ› οΈ Tools & Technologies

  • Customer relationship management (CRM) software
  • Banking software and systems
  • Microsoft Office Suite
  • Sales performance tracking tools

ASSUMPTION: The tools and technologies used in this role are standard for the banking and financial services industry and are designed to support sales and customer service activities.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Customer-centric
  • Integrity
  • Respect
  • Excellence
  • Teamwork

Work Style:

  • Target-driven and results-oriented
  • Customer-focused and service-oriented
  • Collaborative and team-based
  • Adaptable and flexible

Self-Assessment Questions:

  • Do you have a proven track record of meeting or exceeding sales targets?
  • Are you comfortable working in a fast-paced and dynamic environment?
  • Do you thrive in a collaborative and team-based work culture?

ASSUMPTION: CIMB Group values a customer-centric and results-oriented work culture, with a strong emphasis on teamwork and collaboration.

⚠️ Potential Challenges

  • The role requires meeting sales targets, which can be challenging and stressful at times
  • The work environment can be fast-paced and dynamic, with a high volume of customer interactions
  • The role may require flexible hours, including evenings and weekends, to meet customer needs
  • The role is based in a densely populated urban area, which can be noisy and crowded at times

ASSUMPTION: While the role presents some challenges, it also offers significant opportunities for career growth and development within a large and well-established organization.

πŸ“ˆ Similar Roles Comparison

  • Compared to other entry-level sales roles in the banking and financial services industry, this role offers a competitive salary and benefits package
  • The role is focused on personal financing acquisition, which is a growing and dynamic area of the banking industry
  • CIMB Group offers significant opportunities for career growth and development within the organization

ASSUMPTION: This role is well-suited to individuals with strong sales skills and a customer-centric mindset, who are looking to build a career in the banking and financial services industry.

πŸ“ Sample Projects

  • Developing and implementing a targeted marketing campaign to promote personal financing products to new customers
  • Conducting customer surveys and feedback analysis to identify opportunities for product improvement and enhancement
  • Collaborating with the marketing team to develop and execute customer retention strategies

ASSUMPTION: These sample projects are designed to illustrate the types of activities and initiatives that the successful candidate might be involved in, and are not intended to be exhaustive or prescriptive.

❓ Key Questions to Ask During Interview

  • What are the key priorities for this role in the first 90 days?
  • How does this role contribute to the overall growth and success of the branch?
  • What opportunities are there for career growth and development within the organization?
  • How does the company support work-life balance for its employees?
  • What is the company's approach to performance management and feedback?

ASSUMPTION: These questions are designed to provide insight into the role, the company, and the work environment, and to help the candidate make an informed decision about the opportunity.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through the CIMB Group careers portal
  • Tailor your resume to highlight your sales experience and skills
  • Prepare for behavioral interview questions that focus on sales scenarios and customer service situations
  • Research CIMB Group and the banking industry to demonstrate your knowledge and enthusiasm for the role
  • Follow up with the hiring manager or HR representative within one week of submitting your application

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.