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Client Relationship Executive (CRE)

Client Relationship Executive (CRE)

Wealth Vantage AdvisoryAmpang Jaya Municipal Council, Selangor, Malaysia
4 jam yang lalu
Penerangan pekerjaan

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

  • Bachelor’s Degree or equivalent qualification accepted for Financial Planning professional pathways.
  • Preferably licensed (CFP, IFP, RFP, Shariah RFP, etc.) or willing to obtain certification.

    • Skills and Competencies

  • 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).

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    Buat amaran kerja untuk carian ini

    Client Executive • Ampang Jaya Municipal Council, Selangor, Malaysia