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Admin Support

Admin Support

Henry Lim Wealth AdvisoryKulai, Johor, Malaysia
3 days ago
Job description

The company is one of the largest independent financial advisory firms providing insurance, investment, loan and other financial services. We partner with different insurers, funds houses & banks in providing the most suitable financial solutions to individuals & corporates.

We are inviting inspirational and independent individuals to take on the role of Business Development Support to support business expansion. You will be working helping in hands with me, providing real-time support to create a better client experience and drive business growth.

Responsibilities

  • Take over from the director on new business closed and complete submission; follow up with clients / business partners to ensure timely inception of new business.
  • Handle post‑sales follow‑up by creating financial portfolio summaries, monitoring and assisting with existing clients’ portfolio reviews.
  • Attend to day‑to‑day communication with clients & business partners and manage secretarial & administrative work ranging from renewals, claims and servicing.
  • Assist in social media content creation for marketing and better outreach to general publics & clients.
  • Research financial products in the market and identify the most suitable solutions for clients.
  • Conduct joint field work with the director in sales and marketing activities.

Qualifications & Desired Skills

  • Good interpersonal skills in liaising with different stakeholders.
  • Independent and strong learning capacity.
  • Proactive, detail‑oriented and able to perform under timelines.
  • Basic proficiency in Microsoft Office (Outlook, Word, Excel & PowerPoint).
  • Experience and knowledge in the financial industry is an advantage but not required.
  • On‑the‑job training will be provided.
  • Remote work mode is adopted and suitable for individuals who need a flexible work arrangement.

    To apply, please furnish your resume with a recent picture, last drawn salary and expected salary.

    Seniority level

  • Entry level
  • Employment type

  • Full‑time
  • Job function

  • Administrative
  • #J-18808-Ljbffr

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    Admin • Kulai, Johor, Malaysia

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