The client is a reputable group of consultancy companies aiming to provide one-stop financial advisory services in assisting growing of Start-ups and SMEs and gain hands-on experience in a thriving and supportive workplace. It offers career opportunities for those who strive to be the best in the industry. The group was established in 2005 with more than 15 years of experience, they have been working closely with a network of professional arms such as commercial banks, law firms, audit and accounting firms.

Position: Financial Advisor
Location: KL

Responsibilities:

• Assist in outbound calls to generate new leads/referrals.
• Managing the leads generated by referrals and call prospect to deliver a remarkable consultation experience.
• Building strong relationships with clients and recommending ideas in managing, expanding and growing the portfolio with adherence to compliance.
• Meet prospects to identify their needs and requirements. Provide them with advice on financial solutions to meet their financial / cash flow needs. Communicate with prospect to evaluate joint initiatives and proposals to see how they align with established roadmaps and business
  priorities.
• Process/Screen data/information on financing proposal with our credit friendly SMEs Credit Scoring, analysing market trend, examining risks and financial accuracy in recommending to
  credit risk for approval process.
• Updating the Data Management System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio.