金融顾问 Sales Consultant

EARNING CONSULTANCY SDN. BHD.; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial advisory company in Kuala Lumpur is looking for financial consultants to assist clients in enhancing their financial stability through assessments and loan consultancy services. The ideal candidate will evaluate clients' financial status, provide restructuring advice, guide them through the loan application process, and educate them on financial knowledge. Fresh graduates are welcome, and training will be provided. Strong communication and customer service skills are essential. This role aims to achieve performance targets while ensuring high customer satisfaction.

Qualifications

• Fresh graduates are welcome; training will be provided.
• Ability to understand financial documents and explain financial solutions clearly.

Responsibilities

• Assess customers’ financial status.
• Provide financial restructuring advice.
• Guide customers through the loan application process.
• Offer solutions for financial difficulties.
• Educate customers on financial knowledge.
• Achieve company performance targets.
• Ensure compliance with laws and regulations.
• Maintain confidentiality of customer documents.

Skills

Strong communication skills

Customer service skills

Understanding financial documents

Explanation of financial solutions

Goal-oriented

Responsible and ethical

Education

SPM / Diploma / Degree in Finance, Business, Banking, or related fields

Job description

Company Overview

We are a growing financial advisory company helping individuals enhance their financial stability through responsible financial assessment and loan consultancy services. Our mission is to assist customers in achieving healthier financial management and long‑term stability.

岗位职责

• 评估客户财务状况，包括收入、支出、信用记录及整体财务健康情况。
• 为客户提供财务重组建议，协助降低每月还款负担并提升资金周转能力。
• 指导客户完成贷款申请流程，确保文件资料齐全、准确并顺利获批。
• 针对客户的财务困境，提供解决方案，如债务整合、再融资或分期还款策略。
• 向客户普及金融知识，包括信用管理与长期财务规划。
• 在确保客户满意度的前提下，完成公司制定的业绩目标。
• 确保所有业务流程符合相关法律法规及公司内部政策。
• 负责维护客户财务评估与申请资料的完整性与保密性。

Job Responsibilities

• Assess customers’ financial status, including income, expenses, credit history, and overall financial health.
• Provide financial restructuring advice to help customers reduce monthly repayment burdens and improve cash flow.
• Guide customers through the loan application process, ensuring all documents are complete, accurate, and submitted smoothly for approval.
• Offer solutions for customers facing financial difficulties, such as debt consolidation, refinancing, or installment repayment strategies.
• Educate customers on financial knowledge, including credit management and long‑term financial planning.
• Achieve company performance targets while maintaining high customer satisfaction.
• Ensure all operational processes comply with relevant laws, regulations, and internal company policies.
• Maintain the completeness and confidentiality of customers’ financial assessment and application documents.

Job Requirements

• SPM / Diploma / Degree in Finance, Business, Banking, or related fields (preferred but not mandatory).
• Fresh graduates are welcome; training will be provided.
• Strong communication and customer‑service skills.
• Ability to understand financial documents and explain financial solutions clearly.
• Responsible, ethical, and able to handle confidential information.
• Goal‑oriented and able to work in a performance‑driven environment.