Executive Personal Assistant to Financial Consultants & Lead Gen

VA Evolve Pte Ltd; Kuala Lumpur; Presencial; MYR 27.000 - 45.000; Jornada completa

Descripción de la vacante

VA Evolve Pte Ltd in Kuala Lumpur is seeking a Personal Assistant to support a group of Financial Consultants. The role involves managing client communications, scheduling, and day-to-day administrative work, with targets and clear KPIs.

You should be organized, proactive, and comfortable with English and Mandarin to liaise with clients and corporate leads; prior telemarketing or admin experience is a plus.

Formación

• Diploma or higher qualification required.
• Fluent English and Mandarin for liaising with clients and leads.
• Strong organisational and communication skills, patient and proactive.

Responsabilidades

• Update clients on products, fund performance and policy changes.
• Reach out to clients about events and record RSVPs.
• Schedule yearly policy review appointments for clients.
• Cold call leads to introduce corporate/employee benefits and personal insurance.
• Grow FCs' clientele with lead follow-up.
• Update FCs' social media (LinkedIn, Instagram, Telegram).
• Provide admin support, including preparing presentation slides.

Conocimientos

Phone communication

Organisation

Proactiveness

Communication skills

Mandarin language

Educación

Diploma or higher qualification

Descripción del empleo

VA Evolve Pte Ltd in Kuala Lumpur is seeking a Personal Assistant to support a group of Financial Consultants. The role involves managing client communications, scheduling, and day-to-day administrative work, with targets and clear KPIs.

You should be organized, proactive, and comfortable with English and Mandarin to liaise with clients and corporate leads; prior telemarketing or admin experience is a plus.