Financial Advisor (sales)

Businesslist; Kuala Lumpur; On-site; MYR 40,000 - 64,000; Full time

Job summary

Businesslist is seeking a motivated Financial Advisor to engage with SME clients, assess their needs, and recommend financing solutions such as term loans, trade lines, invoice factoring, and government-backed schemes. You will work with our credit processing team and banks to oversee end-to-end applications and ensure smooth processing.

The role emphasizes strong communication, a basic understanding of financial solutions, and a proactive approach to helping businesses grow, with Kuala Lumpur

Qualifications

• Diploma in Finance, Accounting, Banking or related field with 1+ year SME funding experience.
• Experience in contract financing, trade finance, invoice financing or factoring is a plus.
• Strong people skills, proactive, energetic, honest, and business-minded.

Responsibilities

• Build good relationships with business clients and help them grow with the right financial solutions, while following all local regulations.
• Meet with business owners to understand their needs and challenges.
• Recommend financing options to help them manage cash flow and grow their business.
• Work closely with clients to plan solutions that match their business goals.
• Review and screen business information using our internal tools to suggest suitable financing options and flag key risks before submitting for approval.
• Maintain ongoing communication with clients to build long-term partnerships and grow our business portfolio.

Skills

Strong communication skills

Analytical

Independent with little supervision

Target-driven

Education

Diploma in Finance, Accounting, Banking, or related fields

Job description

Overview

We are looking for a motivated and client-focused Financial Advisor to join our team. Your main responsibility is to engage with SME clients, understand their business needs, and recommend suitable financing solutions such as term loans, trade lines, invoice factoring and government-backed schemes. You will work closely with our internal credit processing team, who oversee the end-to-end application process in coordination with our panel of banks and financial partners. This role suits someone with strong communication skills, a basic understanding of financial solutions, and a passion for helping businesses grow.

Responsibilities

• Build good relationships with business clients and help them grow with the right financial solutions, while following all local regulations.
• Meet with business owners to understand their needs and challenges.
• Recommend financing options to help them manage cash flow and grow their business.
• Work closely with clients to plan solutions that match their business goals.
• Review and screen business information using our internal tools to suggest suitable financing options and flag key risks before submitting for approval.
• Maintain ongoing communication with clients to build long-term partnerships and grow our business portfolio.

Qualifications

• Minimum Diploma in Finance, Accounting, Banking, or related fields, with at least 1 year of experience in a financial or government agency role helping SMEs get loans or funding.
• Added advantage if you have experience in contract financing, trade finance, invoice financing, or factoring.
• Must be good at building connections, analyzing finances, and closing sales. You should be proactive, energetic, honest, and have a good sense of business.
• Strong people skills – able to talk to and connect with people at all levels.
• Open-minded, driven, and willing to stick with tasks until they’re completed.
• Can work independently with little supervision and focus on meeting targets.

Work Location : Kuala Lumpur