65 Client Advisory jobs in Malaysia

• Managing accounts for long-term success.
• Establishing good rapport with clients.
• Act as the point of contact and handle customers’ individual needs.
• Developing new sales opportunities, suggesting actions to improve sales performance and identifying opportunities for growth.
• Preparing reports on accounts and transactions.
• Tracking account targets.
• Monitoring sales, setting and tracking sales account targets aligned with company objectives.

• High school leavers with 1 year of experience in Sales / Telemarketing / Customer Service. Fresh leavers are accepted too.
• Business related or any other field in Diploma or Degree with 1 year of experience in Sales / Telemarketing / Customer Service and leavers are accepted.
• Strong interpersonal skills, ability to communicate well at all levels within the company and externally with different profiles of Clients.
• Proven track record of proactive Sales and Business Development competency.
• High level of integrity and dependability.
• Ability to work in a high-pressure and fast-moving global and multi-language environment.
• Business, marketing, or similar degree.
• Knowledge of CRM software and MS Office, Google Workspace.
• Excellent interpersonal skills.
• Professional level of English.

• Highly competitive salary.
• Inspiring and vibrant work environment.
• 16 days of annual leave, 14 days of sick leave, and 11 public holidays.
• Parking and transportation reimbursement.
• Support for foreign language courses.
• Continuous professional development opportunities.
• Regular team-building activities.

• Identify and understand potential customers’ needs to help turn them into active users.
• Provide clear and concise presentations of our products and services, tailored to the customer’s needs, addressing customer concerns.
• Keep accurate records of customer interactions in our CRM system.
• Work towards achieving targets and contributing to the team’s success.
• Receive training on the company’s products, services, and processes.

• Strong communication skills, able to interact effectively with different types of customers.
• Proven experience in sales, with a track record of meeting or exceeding targets.
• Integrity and reliability, with the ability to work well under pressure.
• Familiarity with CRM software, MS Office, and Google Workspace.
• Problem-solving skills and the ability to handle customer issues effectively.
• Proficient in English and Malay.

• Highly competitive salary.
• Inspiring and vibrant work environment.
• Annual leave: 16 days.
• Sick leave: 14 days.
• Public holidays: 11 days.
• Medical insurance.
• Parking and commuting reimbursement.
• Sport & wellness expenses reimbursement.
• Compensation for foreign languages courses.
• Professional education.
• Continuous professional development opportunities.
• Regular team-building activities.

• Actively engage with potential clients who have expressed interest in our trading services, guiding them through the onboarding process to ensure they become active traders.
• Assist new clients in completing all necessary documentation and compliance requirements to open their trading accounts.
• Provide comprehensive information and support to new clients about our trading platforms, products, and services to facilitate their initial trading activities.
• Develop and maintain strong relationships with new clients to foster trust and loyalty, ensuring they have a positive experience from the outset.
• Conduct follow-up communications with new clients to address any questions or concerns they may have and to encourage continued trading activity.
• Performance Tracking: Monitor and report on key performance indicators (KPIs) related to client acquisition, onboarding completion, initial deposits, and trading activity.
• Collaboration: Work closely with the marketing, compliance, and customer support teams to ensure a seamless client onboarding experience.

Job Requirement

• Proven experience in client acquisition, sales, or relationship management, preferably within the financial services or trading industry.
• Bachelors Degree in Finance, Business, Marketing, or a related field.
• Excellent communication and interpersonal skills.
• Proficient in at least two languages (English, Mandarin and Thai)
• Strong sales and negotiation abilities.
• In-depth understanding of financial markets and trading.
• Ability to work independently and as part of a team.
• Proficiency in CRM software and Microsoft Office Suite.
• Highly motivated and results-oriented.
• Strong problem-solving skills.
• Ability to thrive in a fast-paced, target-driven environment.

Please send your updated CV to if the role is relevant to your experience.

Due to the volume of applications, we regret to inform that only shortlisted candidates will be notified.

Thai Indicators Financial Services Deposits Mandarin Key Performance Indicators Customer Support Trading Onboarding Interpersonal Skills Negotiation Documentation Finance Software Microsoft Office Marketing Business English Communication Sales Management

Hytech Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Hytech is a leading fintech company specializing in cutting-edge financial technology solutions. Our innovative platforms and applications empower our clients to manage their finances efficiently, securely, and with unparalleled convenience. As a market leader in the fintech industry, we are dedicated to driving digital transformation and shaping the future of financial technology.

Our passion for connecting the dots extends beyond technology. We foster a culture of inclusivity that values collaboration and knowledge-sharing among our team members, clients, and partners. Together, we harness the power of connection to inspire innovation, drive growth, and shape a better future for the fintech industry.

Join us at Hytech as we continue our journey of connecting the dots and paving the way to success for our clients and partners. Let us embark on a collaborative adventure, exploring new possibilities, driving innovation, and navigating the exciting landscape of the digital world together.

Role and Responsibilities:

• Assist in marketing promotional and product campaigns from concept development, stakeholder alignment, objective setting, briefings, creative development, execution, testing, iteration, and measurement.
• Collect front-line feedback and comments from sales agents and incorporate them into conversion campaigns and promotions.
• Collaborate with web development and design teams and provide guidance on marketing-related aspects of the company’s web presence and campaigns.
• Develop and execute content schedules based on key deliverables and operational outcomes, involving multiple stakeholder engagements for alignment.
• Develop and implement effective email marketing campaigns aligned with overall marketing strategies.

Qualifications and Requirements:

• Interest in the finance and trading industry.
• Excellent written and verbal communication skills in English; proficiency in Mandarin is highly regarded; additional European languages are advantageous.
• Strong project management, multitasking, and decision-making skills.
• Excellent team player with strong communication skills.
• Highly organized and detail-oriented.
• Opportunity for career development with regional exposure.
• Team building activities, celebrations, and a vibrant work environment.

#DotConnect: Unleashing the Power of Connectivity

Do you believe in the power of connections to transform careers and shape a brighter future? Let's connect our dots, inspire innovation, and build a workplace where talents unite to create extraordinary possibilities.

• Associate

• Full-time

• Marketing

• Internet Marketplace Platforms

This job is active and accepting applications.

VT Markets Federal Territory of Kuala Lumpur, Malaysia

VT Markets Federal Territory of Kuala Lumpur, Malaysia

1 day ago Be among the first 25 applicants

Direct message the job poster from VT Markets

About Us

VT Markets is an award-winning multi-asset brokerage trusted by over 3 million traders in over 160 countries with 360 employees - and growing. Founded in 2015 with the mission to make trading accessible to everyone, VT Markets offers a robust trading environment, over 1000 tradeable instructions, ultra-low spreads, and lightning-fast execution. We are committed to providing excellent customer service and empowering modern trades to seize market opportunities. Our platform allows traders to trade anytime, anywhere, supporting them in their journey to build a safe financial future.

Your Role In VT Markets

As a Client Relationship Executive , you will report to the Client Relations Manager within the GCN Team based in Kuala Lumpur, Malaysia. Your coverage area includes the Greater China, Hong Kong, and Macau markets , where you will work closely with the Regional Marketing Team (GCN) and Business Development Team (GCN).

In this critical role, you will serve as the primary touchpoint for our Cantonese-speaking clients, driving customer retention and satisfaction while contributing directly to the company’s growth objectives in these key markets through proactive relationship management and sales activities.

Your Responsibilities

• Direct customers toward specific outcomes through company-approved communication channels and established sales processes
• Prepare and execute client engagement activities utilizing available tools, reports, action items, and business insights to enable productive sales outcomes
• Establish and develop strong business relationships with new and prospective customers to generate new business for the company's products and services
• Engage with clients following defined sales processes and practices for each opportunity, ensuring consistent service delivery
• Analyze client portfolios and proactively contact clients who have stopped or reduced trading activity to understand reasons and implement retention strategies
• Proactively reach out to clients when information is needed to address payment issues and resolve account-related matters
• Manage incoming client queries and complaints efficiently, ensuring timely resolution and customer satisfaction
• Assess customers' needs and concerns to offer the best solutions and alternatives that align with their trading objectives

What Success Looks Like

• Enhanced Client Retention: Demonstrate measurable improvement in client retention rates through proactive relationship management and effective resolution of client concerns
• Relationship Quality Excellence: Build and maintain high-quality client relationships evidenced by increased client engagement, satisfaction scores, and positive feedback
• Customer Satisfaction Achievement: Consistently meet customer satisfaction goals through responsive service delivery and solution-oriented approach to client needs

What Makes You a Great Fit

Job Experience & Education:

• Minimum 1 year of work experience in telemarketing, telesales, or customer service roles, preferably with trading platforms
• Educational background in financial services industry or any relevant industry
• Proven track record in sales-driven environments with demonstrated ability to achieve targets

Technical and Functional Skills:

• Proficiency in telemarketing, sales, and customer service methodologies
• Strong analytical skills to assess client portfolios and identify retention opportunities
• Excellent communication skills with ability to handle queries and complaints professionally

Soft Skills:

• Sales-driven and motivated personality with strong commitment to achieving KPIs on weekly, monthly, and quarterly basis
• Ability to work effectively in fast-paced environments while multitasking with attention to detail
• Fluency in English, Chinese, and Cantonese to serve our diverse client base effectively

What We Offer

As official partners of Newcastle United F. C., and Maserati MSG racing, VT Markets aspire to break the ancient boundaries of traditional personal finance. Through a culture of transparent and objective performance management, we are in constant pursuit of excellence, individually and collectively. Here, collaboration and intrapreneurship is incentivized and we aim to empower everyone to understand their contribution to strategic business outcomes through their individualized roles. You can expect personal growth as we aim to lead this fast-growing industry alongside a global team of diverse cultures across over 15 countries.

Your Journey After Applying

• Screening interview with our talent acquisition partner
• Interview with your manager
• Second interview with 2nd-level manager

• Seniority level Entry level

• Employment type Full-time

• Job function Customer Service, Finance, and Distribution

Referrals increase your chances of interviewing at VT Markets by 2x

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Hytech Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Hytech Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Hytech

About Hytech

Hytech is a leading fintech company specializing in cutting-edge financial technology solutions. Our innovative platforms and applications empower our clients to manage their finances efficiently, securely, and with unparalleled convenience. As a market leader in the fintech industry, we are dedicated to driving digital transformation and shaping the future of financial technology.

Our passion for connecting the dots extends beyond the technological realm. We foster a culture of inclusivity that values collaboration and knowledge-sharing among our team members, clients, and partners. Together, we harness the power of connection to inspire innovation, drive growth, and shape a better future for the fintech industry.

Join us at Hytech as we continue our journey of connecting the dots and paving the way to success for our clients and partners. Let us embark on a collaborative adventure, where we explore new possibilities, drive innovation, and navigate the exciting landscape of the digital world together.

Role and Responsibilities:

• Assisting with inbound sales queries via phone, email and live chat
• Proactively initiating conversations with prospects and clients via phone, email and messaging apps, and continuously searching for potential business opportunities
• Conversion of prospective retail clients from various sources into active funded and traded clients
• Providing guidance and supports to clients on live account opening and KYC document verification
• Proactive and efficient management of the account opening process, from the initial query through to the client’s initial funding
• Educating prospects and clients about product offerings, platform features and tools
• Conducting platform walk through sessions with individuals and small sized group webinars
• Assisting with marketing team on campaign localisation

Qualifications and Requirements:

• Tertiary qualification in Finance, Business, or a related field.
• Past experience in customer support or sales in the fintech industry.
• Knowledge of the fintech industry is a strong advantage.
• Excellent written and verbal communication skills in English; proficiency in a second European language is preferred.
• Strong analytical, problem-solving, and decision-making abilities.
• Highly organized, detail-oriented, and capable of managing multiple tasks.
• Effective customer service skills and a collaborative team player.

Benefits and Perks:

• Accessible by public transport (5 mins walking distance from LRT Abdullah Hukum)
• Young, Passionate & Friendly Working Environment.
• Rewarding career development with regional exposure.
• Team building, creation, birthday party, free flow of snacks and drinks.

#DotConnect: Unleashing the Power of Connectivity

Do you believe in the power of connections to transform careers and shape a brighter future? Together, let's connect our dots, inspire innovation, and build a workplace where talents unite to create extraordinary possibilities.

• Seniority level Not Applicable

• Employment type Full-time

• Job function Sales, Customer Service, and Business Development
• Industries Desktop Computing Software Products and IT System Custom Software Development

Referrals increase your chances of interviewing at Hytech by 2x

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This job focuses on building strong relationships with key clients and understanding their needs. You might like this role if you enjoy problem-solving and collaborating with teams to provide tailored solutions that help clients grow.

• Build and maintain strong relationships with key clients, serving as their primary point of contact.
• Develop a deep understanding of clients' business objectives, industry trends, and challenges.
• Engage regularly with clients to identify opportunities, address concerns, and ensure high satisfaction levels.
• Collaborate with cross-functional teams to develop strategic account plans aligned with client objectives and business goals.
• Identify opportunities for account growth, upselling, and cross-selling.
• Monitor market trends, competitor activities, and client needs to proactively develop accounts.
• Work closely with internal teams to develop and deliver customized solutions that meet client requirements.
• Coordinate with internal departments to ensure smooth execution of inspection projects and initiatives.
• Provide regular reports to clients, offering insights on performance and project status.

• Diploma or Bachelor’s Degree in Business Administration, Marketing, or related field preferred.
• 1 to 2 years of relevant work experience.
• Experience in sales, customer service, or similar roles is an advantage.
• Proficiency in Microsoft Office.
• Excellent communication, interpersonal, and relationship-building skills.
• Ability to analyze data and derive actionable insights to enhance client success.
• Familiarity with CRM software and account management tools is a plus.
• Strong problem-solving skills and a customer-centric mindset.
• Strong organizational skills to manage multiple accounts simultaneously.
• Ability to work independently and collaboratively.

• Client Services
• Customer Relationship Management (CRM) Software
• Customer Service
• Microsoft Office
• Problem Solving
• Communication
• Interpersonal Skills

We provide annual leave and medical leave for your well-being.

Incentives, commissions, and performance bonuses based on your achievements.

Organized dinners, trips, and social events.

We support your growth with career development opportunities in our fast-paced environment.

Training funds are available to help you reach your full potential.