Client Relationship Acquisition Manager

PEOPLE PROFILERS; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services provider in Kuala Lumpur is seeking a Client Acquisition Specialist. The role involves onboarding new clients, ensuring a seamless experience, and tracking performance metrics. The ideal candidate has a Bachelor's Degree and experience in client acquisition, along with excellent communication skills. Proficiency in multiple languages and CRM software is preferred.

Qualifications

• Proven experience in client acquisition, sales, or relationship management, preferably in financial services.
• Excellent communication and interpersonal skills.
• Highly motivated and results-oriented.

Responsibilities

• Engage with potential clients and guide them through onboarding.
• Assist in completing documentation for opening trading accounts.
• Monitor and report on KPIs related to client onboarding.

Skills

Client acquisition

Sales

Negotiation

Interpersonal skills

Communication

Education

Bachelor's Degree in Finance, Business, Marketing

Tools

CRM software

Microsoft Office Suite

Job description

Responsibilities

• Actively engage with potential clients who have expressed interest in our trading services, guiding them through the onboarding process to ensure they become active traders.
• Assist new clients in completing all necessary documentation and compliance requirements to open their trading accounts.
• Provide comprehensive information and support to new clients about our trading platforms, products, and services to facilitate their initial trading activities.
• Develop and maintain strong relationships with new clients to foster trust and loyalty, ensuring they have a positive experience from the outset.
• Conduct follow-up communications with new clients to address any questions or concerns they may have and to encourage continued trading activity.
• Performance Tracking: Monitor and report on key performance indicators (KPIs) related to client acquisition, onboarding completion, initial deposits, and trading activity.
• Collaboration: Work closely with the marketing, compliance, and customer support teams to ensure a seamless client onboarding experience.

Job Requirement

• Proven experience in client acquisition, sales, or relationship management, preferably within the financial services or trading industry.
• Bachelors Degree in Finance, Business, Marketing, or a related field.
• Excellent communication and interpersonal skills.
• Proficient in at least two languages (English, Mandarin and Thai)
• Strong sales and negotiation abilities.
• In-depth understanding of financial markets and trading.
• Ability to work independently and as part of a team.
• Proficiency in CRM software and Microsoft Office Suite.
• Highly motivated and results-oriented.
• Strong problem-solving skills.
• Ability to thrive in a fast-paced, target-driven environment.

Please send your updated CV to [e-mail] if the role is relevant to your experience.

Due to the volume of applications, we regret to inform that only shortlisted candidates will be notified.

Required Skills

Thai Indicators Financial Services Deposits Mandarin Key Performance Indicators Customer Support Trading Onboarding Interpersonal Skills Negotiation Documentation Finance Software Microsoft Office Marketing Business English Communication Sales Management