Client Relations Officer

Client Engagement and Relationship Management

• Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.

• Initiate and lead interactions with potential clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.

Sales & Business Development

• Implement strategies to increase sales by identifying opportunities within the existing client base and developing plans to attract new clients.

• Collaborate with cross-functional teams in achieving KPI and revenue targets through client referrals and upselling of services.

Product and Service Customization

• Gather feedback from clients and analyze market trends to identify opportunities for new products or improvements to existing services.

• Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the Malaysian stock market.

Market Analysis and Industry Knowledge

• Stay updated on the latest market trends, financial regulations, and stock market developments in the respective region(s).

• Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.

Reporting and Documentation

• Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.

Minimum Qualifications

• Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines. Additional qualifications in financial planning or investment analysis are advantageous.

• Solid experience in outbound sales, client relations or a similar role within the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply.

• Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage.

• Language proficiency in English & Chinese.

• Excellent communication, negotiation, and interpersonal skills. Good computer literacy skills.

• Independent, self-motivated, and quick learning team player with strong result-driven skills. Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment.

Working Conditions

• 5 working days per week.

We offer a comprehensive and holistic work experience and package as follows:

• Competitive compensation & benefits. Monthly salary package consists of basic salary + commission + shift allowance (if applicable).

• Fun loving and diverse work environment.

• Business casual work attire every day.

Please note that only short-listed candidates will be contacted. Thank you.