Client Relationship Executive(Financial Servies)

About the role

This role focuses on building long-term relationships with clients, understanding their financial needs and providing suitable financial solutions based on their individual goals and circumstances.

Key responsibilities

• Build and maintain strong relationships with new and existing clients.
• Understand clients' financial goals, needs and priorities through professional discussions.
• Conduct client consultations and present suitable financial solutions.
• Prepare proposals and explain financial products and solutions clearly to clients.
• Follow up with clients and provide ongoing relationship management.
• Develop new client opportunities through networking, referrals and business development activities.
• Attend company training and continuously improve your product knowledge and professional skills.
• Maintain good service standards and build long-term client relationships.
• Work towards individual and team performance goals.

About you

• Minimum SPM / Diploma / Degree or equivalent.
• Fresh graduates are welcome to apply.
• Candidates with experience in sales, customer service, banking, business development, hospitality or retail are encouraged to apply.
• Good communication and interpersonal skills.
• Positive attitude and willingness to learn.
• Self-motivated, responsible and goal-oriented.
• Comfortable communicating with different types of people.
• Able to work independently as well as within a team.

Benefits

• Structured training and professional development.
• Mentorship and guidance from experienced team leaders.
• Career advancement opportunities based on performance and development.
• Opportunities to develop skills in client management, communication, presentation and financial services.
• Supportive team environment.
• Performance-based income and incentives.