- Jalan Sultan Ahmad Shah George Town Pulau Pinang Malaysia 10050
Working Location
Job Description
Requirements
Job Description:
We are looking for a Client Relationship Manager to understand clients' financial goals and provide suitable wealth planning and protection strategies while building long-term client relationships.
Requirements:
Minimum Diploma qualification
Fluent in Mandarin to communicate effectively with clients
Strong communication, interpersonal, and self-motivation skills
Positive attitude with willingness to learn
Able to work independently and as part of a team
Fresh graduates are welcome
No prior financial services experience required
Responsibilities
Understand clients' financial goals and develop wealth planning and protection strategies
Advise individual and corporate clients on financial solutions, including group insurance
Build and maintain long-term client relationships through regular consultations and reviews
Expand the client portfolio through networking, referrals, and strategic channels
Provide continuous service to existing clients while meeting performance goals
Participate in regular team activities, structured training, and professional development programs
Benefits
Important Information
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