Client Relations Exec – Financial Solutions

Private Advertiser; Kuching; On-site; MYR 36,000 - 60,000; Full time

Job summary

Private Advertiser in Malaysia is seeking a Client Relationship Executive (Financial Services) to build lasting relationships with clients, understand their financial goals, and tailor suitable financial solutions.

You will conduct client consultations, present proposals, follow up for ongoing relationship management, and develop new opportunities through networking and referrals, with structured training and mentorship.

Qualifications

• Minimum SPM / Diploma / Degree or equivalent.
• Fresh graduates are welcome to apply.
• Candidates with experience in sales, customer service, banking, business development, hospitality or retail are encouraged to apply.
• Good communication and interpersonal skills.
• Positive attitude and willingness to learn.
• Self-motivated, responsible and goal-oriented.
• Comfortable communicating with different types of people.
• Able to work independently as well as within a team.
• Structured training and professional development.
• Mentorship and guidance from experienced team leaders.
• Career advancement opportunities based on performance and development.
• Opportunities to develop skills in client management, communication, presentation and financial services.
• Supportive team environment.
• Performance-based income and incentives.

Responsibilities

• Build and maintain strong relationships with new and existing clients.
• Understand clients' financial goals, needs and priorities through professional discussions.
• Conduct client consultations and present suitable financial solutions.
• Prepare proposals and explain financial products and solutions clearly to clients.
• Follow up with clients and provide ongoing relationship management.
• Develop new client opportunities through networking, referrals and business development activities.
• Attend company training and continuously improve your product knowledge and professional skills.
• Maintain good service standards and build long-term client relationships.
• Work towards individual and team performance goals.

Skills

Strong communication

Interpersonal skills

Self-motivated

Teamwork

Education

SPM/ Diploma / Degree

Job description

Private Advertiser in Malaysia is seeking a Client Relationship Executive (Financial Services) to build lasting relationships with clients, understand their financial goals, and tailor suitable financial solutions.

You will conduct client consultations, present proposals, follow up for ongoing relationship management, and develop new opportunities through networking and referrals, with structured training and mentorship.