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TRIIIO VERTEX SDN. BHD. is seeking a young, street-smart KAOE to support senior leadership with deal analysis and high-net-worth portfolio operations in Malaysia. You will gain front-row exposure to strategic collection activities and client relationship management.
The role offers mentorship from seasoned leaders, structured SOPs, and clear performance expectations as you build expertise in repayment health monitoring and accounts administration.
We are seeking a young, street-smart, and ambitious individual to step in as a Key Account Operations Executive. In this role, you will act as the direct right hand to the senior leadership—gaining rare, front-row exposure to deal structuring, corporate case analysis, and high-net-worth portfolio operations.
Role Highlights:
High-Value Portfolio: Represent the firm in managing accounts valued at RM1M to RM100M+ for prominent High net worth individuals.
Direct Mentorship: Learn directly from seasoned leaders how to analyze corporate cases, handle high-value accounts, and build client relationships
Strategic Role: Act as the leadership team's right hand in driving collection operations and tracking client repayment health.
Structured Work Environment: Clear operational SOPs in place with continuous on-the-job guidance from company directors.
Key Responsibilities
Prepare monthly collection reports on pending, collected, overdue, and outstanding accounts.
Track repayment due dates and follow up with clients before and after payment deadlines.
Communicate with clients professionally on repayment status, payment arrangements, and overdue matters.
Handle collection matters tactfully while maintaining good client relationships.
Calculate outstanding balances, overdue amounts, and penalty charges based on approved terms.
Prepare and coordinate payment reminders, overdue notices, formal letters, and related follow-up documents.
Liaise with lawyers on overdue accounts, demand letters, and recovery matters when required.
Keep proper records of all client follow-ups, payment commitments, reminders, letters, and collection actions.
Update management regularly on repayment status, overdue accounts, client issues, and next action steps.
Assist with basic documentation tracking related to client accounts, repayment records, and collection files.
Arrange client meetings, coffee sessions, or meals where appropriate for relationship-based follow-up.
Key Requirements:
At least 1+ years of working experience (Banking & Finance background preferred but not mandatory) .
Education: Diploma or Bachelor's Degree.
Coachable, great attitude, street smart, and capable of following established SOPs while executing tasks independently.
Your application will include the following questions:
What can I earn as an Operations Executive