Financial Advisor (sales)

EPS

Permanent Sales Representatives, Services
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Location
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Posted
July 14, 2026

Job Description

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.

  • Our Ideal Candidate:

  • 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 ...