Financial Solutions Advisor | Client Growth & Compliance

Find Global Sdn. Bhd; Johor; On-site; Full time

Job summary

A financial services company in Malaysia is seeking a motivated sales professional to market a range of financial products. This role involves achieving sales targets, delivering financial advice, and ensuring client satisfaction. Candidates must be able to work closely with senior management to align with strategic objectives while maintaining compliance with industry standards. Strong relationship-building skills are essential for success in this position.

Responsibilities

• Market and distribute SLMA/SLMT products to meet client financial needs.
• Achieve individual sales targets and contribute to branch success.
• Provide professional financial advice and recommend banking solutions.
• Collaborate with Branch Manager and Banca Business Manager on sales initiatives.
• Build client relationships and ensure high satisfaction and post-sales service.
• Manage sales leads through timely planning and follow-ups.
• Conduct performance reviews with Branch Manager for continuous improvement.
• Comply with licensing and CPD standards before offering products.

Job description

A financial services company in Malaysia is seeking a motivated sales professional to market a range of financial products. This role involves achieving sales targets, delivering financial advice, and ensuring client satisfaction. Candidates must be able to work closely with senior management to align with strategic objectives while maintaining compliance with industry standards. Strong relationship-building skills are essential for success in this position.