Client Relationship Executive

Vnex Group

Johor Bahru

Hybrid

MYR 36,000 - 72,000

Full time

5 days ago

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Benefits offered by this job

Annual Leave

Annual Bonus

Training Provided

Performance Bonus

Company Trip

5 Working Days

Flexible Working Hours

Work from Home

Staff Discount

Incentives Bonus

Professional Financial Planning Certiﬁ

One-to-One Coaching

Commission

Modern Working Environment

Unlimited Income Potential

Job summary

VNEX Group in Malaysia is seeking ambitious individuals to build meaningful client relationships and help families achieve their financial goals through protection and wealth planning.

You will conduct financial reviews, tailor plans, and provide ongoing guidance with comprehensive training and mentorship. Fresh graduates are welcome; fluent in Mandarin, English, Malay and/or Cantonese/Hokkien is an advantage; flexible hours and work-from-home options are provided to support career growth.

Qualifications

Minimum academic qualification as stated: SPM, Diploma or Bachelor's degree or equivalent.
Fresh graduates are welcome to apply and will receive training, mentorship and career development.
Strong communication and relationship-building skills are essential.
Ability to work independently and in a team with a positive attitude.
Experience in sales, customer service, banking, insurance, property or business development is a plus.
Fluency in Mandarin, English, Malay and/or Cantonese/Hokkien is advantageous.

Responsibilities

Build meaningful relationships with individuals and families to help reach financial goals.
Understand clients life goals and recommend protection and wealth planning solutions.
Conduct financial reviews and create customised plans.
Educate clients on insurance, savings, investment, retirement and legacy planning.
Expand professional network through referrals, events and social media.
Maintain long-term relationships with regular reviews and ongoing support.
Undergo professional training and mentorship provided by VNEX Group.
Work toward personal career and income goals while delivering excellent service.
Develop personal brand with guidance from mentors and digital channels.

Skills

Communication skills

Interpersonal skills

Presentation skills

Sales experience

Multilingual

Self-motivated

Teamwork

Networking

Education

SPM / Diploma / Bachelor's degree

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.

Minimum SPM, Diploma, Bachelor’s Degree or equivalent qualification.

Fresh Graduates are welcome to apply. Comprehensive training, mentorship, and career development will be provided.

Passionate about meeting people and building long-term relationships.

Good communication, interpersonal, and presentation skills.

Self-motivated, positive, and willing to learn.

Able to work independently as well as collaboratively within a team.

Sales, customer service, banking, insurance, property, or business development experience will be an added advantage.

Fluent and proficiency in Mandarin, English, Malay and/or Cantonese/Hokkien is an added advantage to communicate effectively with a diverse client base.

Ambitious individuals who are looking to build a rewarding long-term career are highly encouraged to apply.

Requirement

Minimum SPM, Diploma, Bachelor’s Degree or equivalent qualification.
Fresh Graduates are welcome to apply. Comprehensive training, mentorship, and career development will be provided.
Passionate about meeting people and building long-term relationships.
Good communication, interpersonal, and presentation skills.
Self-motivated, positive, and willing to learn.
Able to work independently as well as collaboratively within a team.
Sales, customer service, banking, insurance, property, or business development experience will be an added advantage.
Fluent and proficiency in Mandarin, English, Malay and/or Cantonese/Hokkien is an added advantage to communicate effectively with a diverse client base.
Ambitious individuals who are looking to build a rewarding long-term career are highly encouraged to apply.

Responsibility

Build meaningful relationships with individuals and families while helping them achieve their financial goals.
Understand clients’ life goals and recommend personalised protection and wealth planning solutions.
Conduct financial reviews and create customised financial plans.
Educate clients on insurance, savings, investment, retirement, and legacy planning in a simple and practical way.
Expand your professional network through referrals, events, and social media.
Maintain long-term relationships by providing regular financial reviews and ongoing support.
Continuously improve through professional training, coaching, and mentorship provided by VNEX Group.
Work towards personal career and income goals while delivering exceptional service to every client.
Build your personal brand through social media and digital marketing with guidance from our experienced mentors.