Client Relations Officer
at moomoo
Kuala Lumpur, KL, Malaysia -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 25 Oct, 2024 | Not Specified | 29 Jul, 2024 | N/A | Product Knowledge,Financial Goals,Mastering,Financial Planning,Commission,Finance,Malay,Interpersonal Skills,Investment Decisions,Market Analysis,Negotiation,Economics,English | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
- Client Engagement and Relationship Management
- Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.
- Initiate and lead interactions with potential clients to introduce the company’s services, assess their needs, and tailor solutions to their investment objectives.
- Sales & Business Development
- Implement strategies to increase sales by identifying opportunities within the existing client base and developing plans to attract new clients.
- Collaborate with cross-functional teams in achieving KPI and revenue targets through client referrals and upselling of services.
- Product and Service Customization
- Gather feedback from clients and analyze market trends to identify opportunities for new products or improvements to existing services.
- Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the Malaysian stock market.
- Market Analysis and Industry Knowledge
- Stay updated on the latest market trends, financial regulations, and stock market developments in the respective region(s).
- Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.
- Reporting and Documentation
- Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.
- Any ad-hoc duties as assigned
REQUIREMENTS
- Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines. Additional qualifications in financial planning or investment analysis are advantageous.
- Solid experience in outbound sales, client relations or a similar role within the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply.
- Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage.
- 5 working days per week, while additional day shift during weekends and PH on rotational basis.
- Language proficiency in English, Chinese and Malay is a must. Mastering of Cantonese conversational skill would be an advantage.
- Excellent communication, negotiation, and interpersonal skills. Good-looking computer literacy skills.
- Independent, self-motivated, and quick learning team player with strong result-driven skills. Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment. Passion and constantly seek improvement in work.
Responsibilities:
Please refer the Job description for details
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Marketing/Advertising/Sales
Sales / BD
Sales
Graduate
Business management/administration finance economics and/or related disciplines
Proficient
1
Kuala Lumpur, Malaysia