Assistant SME Relationship Manager

Planworth Global Factoring Sdn. Bhd.; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services company in Kuala Lumpur seeks an individual to maintain client relationships and assist with documentation and credit processes. The ideal candidate should have a diploma or degree in finance and be open to fresh graduates with interpersonal and analytical skills. The role includes competitive benefits such as performance bonuses and comprehensive insurance coverage. Working close to public transport and shopping centers, it's a great opportunity to further your career.

Benefits

Competitive basic salary

Annual performance bonus

Insurance coverage

Medical claims and other staff benefits

Modern office layout

Personal development opportunities

Qualifications

• 1-2 years of experience in banking or financial services preferred.
• Fresh graduates are encouraged to apply.
• Strong sense of ownership and accountability.

Responsibilities

• Assist in building and maintaining client relationships.
• Act as a liaison between clients and management.
• Provide support in departmental activities.

Skills

Interpersonal skills

Analytical skills

Proficiency in Microsoft Office

Attention to detail

Communication skills in English and Bahasa Malaysia

Education

SPM or higher/Diploma or Degree in Business/Finance/Accounting

Job description

What is your role?

Responsibilities

• Assist in building and maintaining strong, long‑term client relationships.
• Act as a liaison between the Relationship Manager and clients to ensure clear communication and timely responses.
• Provide proactive follow‑up and client servicing throughout the credit lifecycle.
• Assist in gathering, reviewing, and completing client documentation including credit applications, financial statements, and KYC forms.
• Help in the preparation of credit memos, risk assessments, and facility proposals.
• Schedule meetings, site visits, and assist in preparing presentations or proposals.
• Provide support in departmental activities such as exhibitions, roadshows, events and site visits – both indoor and outdoor as required.

Who are we looking for?

Requirements

• Must possess at least SPM or higher/Diploma or Degree in Business/Finance/Accounting, or related field.
• Minimum 1‑2 years of working experience in banking, financial services, or SME client servicing preferred.
• Fresh graduates with strong interpersonal and analytical skills are encouraged to apply.
• Experience in SME/Credit Companies is an added advantage.
• Strong sense of ownership and accountability in tasks and client outcomes.
• Willingness to learn, adapt and go the extra mile to support the team and clients.
• Good written and verbal communication skills in English and Bahasa Malaysia.
• Strong attention to detail, organized, and able to meet deadlines.
• Able to work independently and as part of a team.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Demonstrates a strong determination to achieve goals and overcome challenges.
• Takes proactive steps and demonstrates initiative to take on tasks independently.
• Hard‑working and diligent in carrying out responsibilities.
• A goal go‑getter to achieve objectives and meet targets.
• Hungry to succeed in their role.
• An enthusiastic learner to acquire new knowledge and skills.

Benefits and Perks

• Competitive basic salary.
• Attractive annual performance bonus – pay to performance, potential and work ethics.
• Insurance coverage for staff – Group Hospitalization, Group Term Life and Group Personal Accident.
• Other staff benefits such as Medical claims, Optical, Dental, Annual health screening, Company trips, Teambuilding activities, Wedding gifts, Child Birth gifts and many more.
• Large, modern, luxury, advanced and trendy office layout for your optimum safety, comfort and performance, prayer room, pantry service with coffee and tea vending machine, training room and a secure basement parking.
• We are committed to employee health, wellbeing and comfort – ergonomic adjustable chairs and desks.
• Excellent personal development opportunities such as Leadership skills, Negotiation skills, Communications skills, Time management skills, Organizational skills, Mentoring programmes, etc. as part of career development, and opportunities to diversify into other roles within the company.

Ideal Location

Close to Putra LRT - Ampang Park Station (5 mins walk)

Adjacent to MRT - Ampang Park Station (5 mins walk)

Working day: 5‑days work

Surrounded by shopping centres - short walking distance to KLCC, Avenue K, Intermark and etc.

Located on the ground floor of a 33 storey building with more than 10,000ft of work space.

Are you ready to apply your talent and elevate your working skills and experience? Click the ‘Apply Now’ and you are one step ahead to an outstanding career!

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