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Financial Services Consultant

Find Global Sdn. Bhd | , johor, malaysia, Malaysia | Posted June 20, 2026

Position Overview

Responsibilities

  • Proactively market and distribute a broad range of SLMA/SLMT products, customized to meet the diverse financial needs of clients.
  • Consistently achieve individual sales targets while contributing to the overall performance and success of the branch.
  • Deliver professional, needs-based financial advice and recommend appropriate banking and financial solutions to clients.
  • Work closely with the Branch Manager (BM) and Banca Business Manager (BBM) to ensure all sales initiatives align with the bank’s strategic objectives.
  • Build strong client relationships by ensuring high customer satisfaction and providing excellent post-sales service.
  • Effectively manage sales leads, ensuring timely planning, follow-ups, and conversion of opportunities.
  • Conduct regular performance reviews with the Branch Manager to monitor progress and drive continuous improvement.
  • Ensure full compliance with licensing require...

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