Senior Executive, Marketing & Customer Experience

Hong Leong Asset Management; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A prominent asset management firm in Kuala Lumpur is seeking a Senior Executive for Marketing & Customer Experience. The successful candidate will handle inbound calls, assist with the on-boarding process, perform daily submissions, and provide sales support to distribution channels. Candidates should have a Bachelor's Degree in Finance or related fields, at least 1 year of experience in the unit trust industry, and good communication skills in English and Bahasa Malaysia. This role offers an opportunity to engage with clients directly and support their needs.

Qualifications

• Bachelor Degree in Finance, Business Studies, Marketing, or any equivalent.
• Minimum 1 year of working experience in the unit trust industry or related fields.
• Possessing FiMM Unit Trust license is an added advantage.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Good command of spoken and written English and Bahasa Malaysia.

Responsibilities

• Attend to inbound calls, walk-in investors, and online enquiries.
• Assist in the on-boarding process.
• Perform daily submissions and transaction bookings timely.
• Provide sales support to sales distribution channels.
• Follow up with clients' requests and provide solutions.
• Assist in preparing audit confirmation reports.
• Handle ad hoc projects assigned by management.

Skills

Effective communication

Business writing skills

Good analytical skills

Organizational skills

Education

Bachelor Degree in Finance, Business Studies, Marketing, or equivalent

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Senior Executive, Marketing & Customer Experience

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• Attend to inbound calls, walk-in investors and online enquiries.
• Assist in on-boarding process.
• To perform daily submissions and transaction bookings timely.
• Provide sales support to sales distribution channels.
• Follow up with clients' request and provide solution to case from time to time.
• Assist in preparing audit confirmation report.
• Handle ad hoc projects assigned by the Management.

Job Requirements

• Possess Bachelor Degree in Finance, Business Studies, Marketing, or any equivalent.
• Minimum 1 year of working experience in unit trust industry, experience in customer services/call center/sales/front office related jobs.
• Possessing FiMM Unit Trust license is an added advantage.
• Proficiency in Microsoft Office (Word, Excel, and PowerPoint).
• Good command of spoken and written English and Bahasa Malaysia.
• Effective communication and business writing skills.
• Good analytical and organizational skills.