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Client Relationship Executive

Kuala Lumpur, Malaysia

Job Type

Full-Time

Workspace

Office

About the Role

About the Role: 

The role serves as a key support to the Senior Advisor, actively participating in client engagement activities, including fact finding, solution presentations, and relationship management. It provides hands-on experience in sales support, lead generation, client advisory, as well as operational tasks such as service follow-ups.


Responsibilities:

  • 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.

Requirements

Qualification:

  • 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).

© 2016-2025 Wealth Vantage Advisory Sdn Bhd (201501018599 (1143931-M))

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