top of page
About the Role
- 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 operationa
Requirements
Qualifications:
- Degree in Business Administration, Financial Services, Islamic Banking & Finance, or related disciplines
- Preferably licensed (CFP, IFP, RFP, Shariah RFP, etc.) or willing to obtain certification.
bottom of page