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This job is an Account Manager. You might like this job because you get to build strong relationships with clients, provide tailored financial solutions, and make informed decisions to maximize returns while managing risk.

RM 2.8K - RM 10K

PUCHONG

Full-Time

Job Description

 Responsibilities:

  1. Client Relationship Management: Build and nurture strong, long-term relationships with clients by understanding their needs, goals, and preferences.
  2. Account Oversight: Manage client accounts, serving as the main point of contact between the client and the company. Ensure that all client requests and inquiries are addressed promptly and effectively.
  3. Needs Assessment: Understand the client's business objectives and financial goals to provide tailored financial solutions and recommendations.
  4. Communication: Maintain clear and open communication with clients, updating them on account status, investment performance, and market trends.
  5. Strategic Planning: Develop and implement financial strategies that align with the client's objectives, considering factors like risk tolerance, investment horizon, and tax implications.
  6. Financial Analysis: Analyze financial data, portfolios, and investment opportunities to make informed decisions that maximize returns while managing risk.
  7. Monitoring: Continuously monitor and evaluate the performance of client portfolios, making necessary adjustments to align with changing financial conditions and goals.
  8. Compliance: Ensure that all financial activities and recommendations comply with industry regulations and company policies.
  9. Cross-Selling: Identify opportunities to expand services and products offered to clients, promoting the company's full range of financial solutions.
  10. Problem Resolution: Address and resolve any client concerns, issues, or disputes in a professional and timely manner.

Job Requirements

Skills and Qualities:

  1. Financial Expertise: Strong knowledge of financial markets, investment products, and financial planning strategies.
  2. Communication: Excellent interpersonal and communication skills, both written and verbal, to effectively convey complex financial information to clients.
  3. Relationship Building: Ability to build trust and rapport with clients, demonstrating empathy and understanding of their financial needs.
  4. Analytical Thinking: Proficient in financial analysis and critical thinking to make sound investment decisions.
  5. Organization: Strong organizational skills to manage multiple client accounts and tasks simultaneously.
  6. Sales Skills: An understanding of sales techniques to identify opportunities for upselling and cross-selling financial products and services.
  7. Adaptability: Ability to adapt to changing market conditions and client needs.
  8. Ethical Conduct: High ethical standards and a commitment to acting in the best interests of clients.
  9. Technical Proficiency: Familiarity with financial software, tools, and industry-specific applications.
  10. Regulatory Knowledge: Understanding of financial regulations and compliance requirements relevant to the industry.

Skills

Sales Prospecting
Sales Management
Sales Support
Mandarin Chinese
Business Development
Business To Business
Business Strategies
Business Acumen
Chinese Language
Customer Relationship Building

Company Benefits

Monetary Rewards

Your task achievement will be rewarded with Incentives, Rewards & Recognitions, Performance Bonus!

Career progressions

In our fast pace working enviroment, we value your commitment and hard work with a career path for your future with Us.

Well Being

Feeling under the weather? Short Getaway? We provide Annual Leave, Birthday Leave, Medical Leave for your well-being.

Impactful Collaboration

YOU are an integral part of our success! The impact you make goes beyond just the business but to the communities we reach out to everyday

People

Des Prix Infinitus Media is the place for you to surround yourself with young, vibrant, and innovative people!

Medical Benefits

Nothing is more important than having a good health. Medical bills can sometimes be high so let's offset that worry for you!


Additional Info

Company Activity

Last active - few minutes ago

Experience Level

1 - 3 Years of Experience

Career Level

Junior Executive

Job Specialisation

Advertising & Branding, Business Development, General Project Management


Company Profile

Des Prix Infinitus Media PLT -logo-image

Des Prix Infinitus Media PLT

At Des Prix Infinitus Media PLT, our journey began in 2017 with a vision to make a significant impact in the realm of online news portals. Over the years, we have not only realized this vision but have also evolved into a trusted name in the industry. We take immense pride in our two prominent brands, the Leadership Excellence Awards (LEA) and the ASEAN Property Developer Awards (APDA), which have become synonymous with excellence and achievement.

Leadership Excellence Awards (LEA)

LEA stands as a testament to our commitment to recognizing and honoring exceptional entrepreneurs and top business leaders. These individuals have demonstrated remarkable track records, unwavering dedication, and a passion for excellence. Through LEA, we have forged deep connections with outstanding professionals across various industries, fostering a sense of community and camaraderie among like-minded achievers.

ASEAN Property Developer Awards (APDA)

The ASEAN Property Developer Awards (APDA) represent our dedication to acknowledging the contributions of exceptional real estate developers. In an ever-evolving and dynamic industry, we seek to celebrate those who have consistently displayed innovation, integrity, and a commitment to raising the standards of real estate development. APDA has allowed us to engage with an extensive network of property developers who are shaping the landscape of Southeast Asia.

Our Regional Presence

As a credible award presenter, we have successfully established a broad and robust presence across multiple regions in Southeast Asia. Our reach extends to Malaysia, Singapore, Thailand, Vietnam, Laos, Cambodia, Brunei, Philippines, Myanmar, and Indonesia. This extensive network has enabled us to celebrate and showcase the outstanding efforts of entrepreneurs, leaders, and developers from diverse backgrounds and cultures.

Our Mission

Our mission at Des Prix Infinitus Media PLT goes beyond accolades and awards. We aim to serve as a platform for connecting entrepreneurs and leaders, facilitating meaningful interactions, and fostering collaborations that transcend borders. Through our initiatives, we strive to create valuable business opportunities across the ASEAN region, driving economic growth and prosperity.

At Des Prix Infinitus Media PLT, our commitment to excellence, integrity, and community-building remains unwavering. We look forward to continuing our journey of recognizing and celebrating the achievements of remarkable individuals and organizations, while also contributing to the growth and development of the ASEAN business landscape. Together, we will continue to reach new heights and create a lasting legacy of success.


company-logo-image

Account Manager

Des Prix Infinitus Media PLT

RM 2.8K - RM 10K

PUCHONG

Full-Time

This job is no longer available