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Client Relationship Executive (CRE)
Wealth Vantage AdvisoryAmpang Jaya Municipal Council, Selangor, Malaysia9 jam yang lalu
Penerangan pekerjaanBachelor’s Degree or equivalent qualification accepted for Financial Planning professional pathways. Preferably licensed (CFP, IFP, RFP, Shariah RFP, etc.) or willing to obtain certification. Strong client communication and interpersonal relationship skills. High discipline, proactivity, and structured problem-solving ability. Sales-oriented mindset with ethical practices and client-centric focus. Strong adaptability and willingness to learn technical advisory knowledge. Coaching related skills is an added advantage. Proficient in Microsoft Documents and Google Work (e.g., Gmail, Google Drive, Google Sheets).
Overview
- Conduct client engagement activities (fact finding, solution presentations, discovery meetings).
- Manage and maintain client relationships to ensure high service quality and retention.
- Support lead generation and prospecting efforts.
- Assist senior advisors in sales and client advisory activities (development phase).
- Participate actively in concurrent training and real case study exercises.
- Meet assigned case closure and revenue targets.
- Maintain accurate client documentation within CRM systems.
- Assist in operational tasks including onboarding, service follow-ups, and client communications.
- Progressively build the skills to become a coach or mentor.
Qualifications
Skills and Competencies
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Client Executive • Ampang Jaya Municipal Council, Selangor, Malaysia
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