[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All CIMB Group Holdings jobs](https://jobs.opennash.com/companies/cimb-group-holdings/) · [Search jobs](/search/) CIMB Group Holdings · Malaysia # Personal Financial Consultant, CSD R5 - Dataran C180 Branch MY Malaysia Full-time Data & Analytics Listed on CIMB Group Holdings’s official careers site. Posted September 10, 2026. Check that it is still open and apply there. [Apply on CIMB Group Holdings’s careers site →](https://ejox.fa.ap1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/37332) [OpenNash Jobs](https://jobs.opennash.com/) / [CIMB Group Holdings](https://jobs.opennash.com/companies/cimb-group-holdings/) / Personal Financial Consultant, CSD R5 - Dataran C180 Branch MY ## Job description ### Key Products - Retail Loan - ASB Financing - Personal Financing - Wealth Management - Credit Card - Bancassurance ### KEY RESPONSIBILITIES Sales Planing ### To actively identify and pursue sales opportunity by - ─ Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc. ─ Following up on leads promptly ─ Executing requisite number of con calls. ─ Participating in sales activities / customer acquisition activities organised by Branch or HQ ### To manage sales pipelines by - ─ Participating in sales management routines where sales activities and results will be reviewed with BM ### To maintain accurate and updated information by - ─ Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets) ─ Maintaining accurate and updated information on customers. ─ Maintaining accurate and updated information on leads and pipeline reporting. ### Sales Execution - To actively market and sell CIMB's consumer products to all customers by: ─ Understanding assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools: e.g. Tactical Sales Tool, CPMS) ─Actively cross - selling to CIMB's customers. - To execute sales based on customer request on timing - Referring new non-consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking) - To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as attending launch sites (e.g. product roadshows) when required. - To ensure turnaround time for credit, wealth and bancassurance applications and fulfillment processes in system (straight Through and Forms) are within service levels agreed upon. Escalate to Branch Manager when necessary - To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations. - To comply with process and procedures for sales execution, appeals, discounts, redemption etc. ### Customer Relationship - To build and maintain long-term and profitable relationships by: ─ Providing quality customer service that upholds customer waiting time. ─ Obtaining customer's feedback on sales - related matters and inform Branch Manager, where appropriate. ─ Resolving customer's problems and complaints on sales - related matters and escalate unresolved complaints to Branch Managers on exception basis Compliance - To manage portfolio risk exposure for customers (only applicable when it is technology enabled) - To ensure that there are no discrepancies, exceptions and non-compliance when booking rates (e.g. Unit Trust, Currency and Treasury products) - To strictly comply to the CIMB Bank's policies and procedures, including credit control procedures, audit compliance, BNM Guidelines etc - To comply with sales code of ethics and governance - To respond to compliance enquiries from Vertical line (BM, RD & CSD Head) and Horizontal line (Segment Manager and Sales Segment Support Lead) People Management - To encourage and promote teamwork within branch sales team by: ─ Providing assistance (e.g. training, knowledge sharing, covering of duties) to sales team members where necessary ─ Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences ─ Maintaining a conducive and professional working relationship within the sales team. - To project a professional business image at all times through high standards of housekeeping and personal grooming - To participate in the Continuous Professional Development Program Actively market and sell all core consumer products, primarily to branch walk-in customers, execute a consultative selling process, which involves identifying and recommending CIMB products to meet customers� financial needs ## At a glance - Posted by the employer: Sep 10, 2026 - First seen by OpenNash: Oct 30, 2026 - Last checked: Oct 30, 2026 - Listed for: 50 days - Location: Malaysia - Employment type: Full-time[Apply on CIMB Group Holdings’s careers site →](https://ejox.fa.ap1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/37332) ## Hiring at CIMB Group Holdings - Open jobs: 407 - New in the last 7 days: After two weekly collections - Tracked since: Oct 30, 2026 [All CIMB Group Holdings jobs](https://jobs.opennash.com/companies/cimb-group-holdings/) · [Weekly hiring report](/reports/hiring/) ## More jobs at CIMB Group Holdings ### [Assistant Vice President, GF - Predictive Analytics & Modelling MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/3d89a6c24eaf7c675392/) Malaysia ### [Assistant Vice President, GF FBS IARA - L1 Operations & Analytics (Bank & Nostro) MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/e30d81f346f36b65ab7b/) Malaysia ### [Data Scientist, GCMB - Customer Portfolio Management MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/0041229324c8d58b1122/) Malaysia ### [Executive Officer, GCMB - Financial Planning & Analytics (Commercial) MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/f943a34c4716ccf05c7f/) Malaysia ### [Head, Reconciliation Governance, Operations & Analytics, GF-FBS-IARA-RGOA](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/7509306b113f0dde9f62/) Malaysia ## Similar jobs at other companies ### [Global Technical Consultant - Personal Care](https://jobs.opennash.com/companies/ecolab/jobs/14f0bf350912087e0b40/) Ecolab · Paris, France ### [Manager, Personal Financial Services (Temps plein)- Lebourgneuf](https://jobs.opennash.com/companies/td-bank-group/jobs/44f401025f51622bd9fd/) TD Bank Group · Québec ### [Manager, Personal Financial Services - Brossard, Rome (Full-time, 37.5h/week)](https://jobs.opennash.com/companies/td-bank-group/jobs/ce903c836d695652a9c2/) TD Bank Group · Brossard, Québec ### [SAC Consultant (Financial Analytics)](https://jobs.opennash.com/companies/accenture/jobs/b197111ae5c268ebf290/) Accenture ### [Financial Crime Advisory Consultant](https://jobs.opennash.com/companies/ntt/jobs/40172e44fe5965e7e990/) NTT · Dublin, D, IE, Ireland OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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