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Client Relations Officer
Moomoo Financial Inc.Kuala Lumpur, Kuala Lumpur, Malaysia30+ days ago
Job descriptionImplement 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. 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. 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. Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback. 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. 5 working days per week. 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. Passion and constantly seek improvement in work. 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.
1. 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.
2. Sales & Business Development
3. Product and Service Customization
4. Market Analysis and Industry Knowledge
5. Reporting and Documentation
6. Any Ad-hoc Duties as Assigned
We offer a comprehensive and holistic work experience and package as follows :
Please note that only short-listed candidates will be contacted. Thank you.
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Client • Kuala Lumpur, Kuala Lumpur, Malaysia
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