- Serdang Lama Seri Kembangan Selangor Malaysia 43300

Working Location
Job Description
Requirements
Currently pursuing or recently completed a Diploma in Business Administration, Finance, or a related field, with an anticipated graduation date suitable for an August intake.
No prior professional experience is required; however, a strong academic record and demonstrated interest in business administration or finance are essential.
Excellent organizational and administrative skills, with the ability to manage tasks efficiently and maintain accurate records.
Strong communication and interpersonal skills, with the ability to interact professionally with clients and colleagues in English, Bahasa Malaysia, and Mandarin.
Proficiency in basic sales principles and techniques, with a willingness to learn and apply them in a client-facing environment.
Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint) for daily administrative tasks and reporting.
Ability to work effectively both independently and as part of a team in an onsite capacity at our Puchong office.
A proactive and eager-to-learn attitude, with a keen interest in the wealth management and financial services industry.
Responsibilities
Assist in managing daily administrative tasks, including filing, data entry, and scheduling appointments, to ensure smooth office operations.
Conduct market research and data analysis to identify potential clients and investment opportunities for wealth management services.
Coordinate with clients to schedule meetings, answer inquiries, and provide information about the company's financial products and services.
Aid in the development and implementation of sales strategies, contributing to lead generation and client acquisition efforts.
Maintain and update client databases, ensuring accuracy and confidentiality of sensitive financial information.
Benefits
KTM - SERDANG
0.8 km
MRT - SERDANG JAYA
1.3 km
MRT - SERDANG RAYA SELATAN
1.9 km
MRT - UPM
1.9 km
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