Loan Specialist

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia AE Finansure Services Full time

We are seeking a seasoned Banking Advisor to join our dynamic team at AE Finansure Services.

Key Responsibilities
  • Develop personalized financial plans for clients based on their financial goals and objectives.
  • Advise clients on various banking products and services, including loans and credit facilities.
  • Build strong relationships with clients and provide ongoing support to ensure their financial needs are met.
  • Travel to clients' locations to conduct meetings and consultations.
  • Identify opportunities to cross-sell and upsell banking products to existing clients.
Requirements
  • Possess a minimum of SPM qualification.
  • Have a good understanding of banking products and services.
  • Excellent communication and interpersonal skills are essential.
  • Ability to work independently and as part of a team.


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