Account Manager

ASK Headhunter; Selangor; On-site; MYR 67,000 - 134,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Languages: Bahasa Malaysia & English

Travel opportunities

Job summary

Jora Malaysia is seeking an on-site Account Manager in Kuala Lumpur to manage a portfolio of financial services clients and be the primary point of contact for account-related matters.

You will coordinate with internal technical and product teams, understand client requirements, monitor performance, prepare reports, and identify opportunities for upselling or cross-selling relevant products. Travel may be required.

Qualifications

• Bachelor’s degree in Business, Finance, IT, or a related field.
• Prior experience in account management, client service, or relationship management is advantageous.
• On-site role based in Kuala Lumpur; travel to client sites may be required.

Responsibilities

• Manage a portfolio of financial services clients and be the primary contact for account-related matters.
• Understand client requirements and coordinate with internal technical and product teams to deliver solutions.
• Monitor account performance and prepare reports; address issues and escalations promptly.
• Identify opportunities for upselling or cross-selling relevant products.
• Participate in client meetings and support implementation and onboarding activities.
• Provide feedback to improve offerings and client experience, based on interactions.
• Collaborate with sales, product, and technical support teams to ensure client success.

Skills

Client relationship management

Account servicing

Stakeholder engagement

Communication & interpersonal skills

Organizational & time management

Problem-solving

Cross-functional collaboration

CRM systems

MS Office

Education

Bachelor’s degree in Business/Finance/IT

Tools

CRM software

MS Office

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

• This is a full-time, on-site Account Manager role based in Kuala Lumpur.
• The Account Manager will manage a portfolio of financial services clients, build strong relationships, and serve as the primary point of contact for all account-related matters.
• Daily responsibilities include understanding client requirements, coordinating with internal technical and product teams, and ensuring timely delivery of solutions and services.
• The role involves monitoring account performance, preparing reports, addressing issues and escalations, and identifying opportunities for upselling or cross-selling relevant products.
• The Account Manager will also participate in client meetings, support implementation and onboarding activities, and contribute feedback to improve company offerings and client experience.
• Client relationship management and account servicing skills, including stakeholder engagement and customer success capabilities.
• Communication and interpersonal skills, with the ability to present complex information clearly to technical and non-technical audiences.
• Organizational, time management, and problem-solving skills to handle multiple accounts, priorities, and issues effectively.
• Basic understanding of capital markets, stockbroking operations, and financial services, or strong interest in learning these domains.
• Ability to collaborate with cross-functional teams, including sales, product, and technical support.
• Proficiency in MS Office (e.g., Excel, PowerPoint, Word) and familiarity with CRM or ticketing systems.
• Bachelor’s degree in Business, Finance, IT, or a related field, or equivalent practical experience.
• Prior experience in account management, client service, or relationship management in technology or financial services is an advantage.
• Comfort working in an on-site environment in Kuala Lumpur and willingness to attend client meetings as needed.

• This is a full-time, on-site Account Manager role based in Kuala Lumpur.
• The Account Manager will manage a portfolio of financial services clients, build strong relationships, and serve as the primary point of contact for all account-related matters.
• Daily responsibilities include understanding client requirements, coordinating with internal technical and product teams, and ensuring timely delivery of solutions and services.
• The role involves monitoring account performance, preparing reports, addressing issues and escalations, and identifying opportunities for upselling or cross-selling relevant products.
• The Account Manager will also participate in client meetings, support implementation and onboarding activities, and contribute feedback to improve company offerings and client experience.

• Client relationship management and account servicing skills, including stakeholder engagement and customer success capabilities.
• Communication and interpersonal skills, with the ability to present complex information clearly to technical and non-technical audiences.
• Organizational, time management, and problem-solving skills to handle multiple accounts, priorities, and issues effectively.
• Basic understanding of capital markets, stockbroking operations, and financial services, or strong interest in learning these domains.
• Ability to collaborate with cross-functional teams, including sales, product, and technical support.
• Proficiency in MS Office (e.g., Excel, PowerPoint, Word) and familiarity with CRM or ticketing systems.
• Bachelor’s degree in Business, Finance, IT, or a related field, or equivalent practical experience.
• Prior experience in account management, client service, or relationship management in technology or financial services is an advantage.
• Comfort working in an on-site environment in Kuala Lumpur and willingness to attend client meetings as needed.

• Medical Insurance, Dental Insurance
• Bahasa Malaysia,English
• Experience, Willingness To Travel