Growth-Focused SME Financing Advisor

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

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