Personal Assistant (Virtual Assistant)

VA Evolve Pte Ltd; Kuala Lumpur; On-site; MYR 27,000 - 45,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Phone communication

Organisation

Proactiveness

Communication skills

Mandarin language

Education

Diploma or higher qualification

Job description

We are looking for a Personal Assistant to support a group of Financial Consultants (FCs) in managing existing clients, generating new leads through cold calling, and handling day-to-day marketing and administrative work. The role suits someone who enjoys phone conversations, is well organised, and is motivated by clear targets.

Key responsibilities

Update clients on new products, fund performance, and changes to their existing policies

Reach out to clients about company events and record RSVPs from those who are keen to attend

Schedule appointments for each client's yearly policy review

Cold call leads to introduce corporate and employee benefits (EB) as well as personal insurance

Build and grow the FCs' clientele through consistent lead follow-up

Update the FCs' social media channels (LinkedIn, Instagram and Telegram)

Provide administrative support, including preparing slides for presentations

About you

Diploma or higher qualification

Proficient in English and Mandarin to liaise with Mandarin-speaking clients and corporate leads

Strong organisation skills and proactiveness

Strong communication skills, especially over the phone

Good listener who shows patience and empathy when dealing with leads

Persuasive, with an eagerness to achieve set KPIs

Fast learner with a passion for phone interactions

Prior experience in telemarketing or administrative work will be considered favourably

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