Client Relationship Specialist

Jawatan Kosong Client Relationship Specialist di [SYARIKAT]


As a Client Relationship Specialist, you shall be part of this anchor team to grow businesses, retaining and growing profitable revenues with a portfolio of our prestige clients. You are someone who believes that your high level of service standard and your passion in providing professional product knowledge to our clients will foster a best-in-class client experience within our Fintech brand. 

Key Responsibilities:

  • Taking the initiative to reach out to our group of leads/clients daily, to enhance our client’s satisfaction level and build lasting clients’ relationship.
  • Develop creative strategies to bring in new clients as well as to retain existing clients.
  • Providing best in class experience to both existing and new clients on their on-boarding journey, advising product related solutions and follow-up with clients diligently.
  • Reviewing clients’ investment portfolios and risk profiles regularly.
  • Ensure all enquiry through various sources are being attended to promptly.
  • Understand clients’ requirements and expectations & convey accurate information/solutions in an efficient & effective manner.
  • Updating clients on our product management changes as well as market trends or events.
  • Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure all leads & clients are attended to.
  • Always ready to provide customers’ feedback, your suggested solutions or recommendations to the Client Relationship Manager and other stakeholders within the company.
  • Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or Team Leader.

Key Requirements:

  • Good knowledge of how CFD products (ie: Foreign-Exchange Currencies, Indices, Bonds, Metals, Commodities, Shares, ETFs, and Cryptocurrencies) work. Candidates with prior investing or trading experience would be an added advantage.
  • Preferably has 1-2 working years within the securities or FX industry;
  • At least 2 years of client relationship management experience, preferably 1 year working in a financial product trading or financial brokerage environment;
  • a minimum of diploma or above;
  • strong interpersonal, problem-solving skills, decision making skills, presentation skills;
  • strong team member & an excellent communicator;
  • the drive to work in a fast-paced and dynamic global fintech company;
  • The ability to communicate well via various communication channels. Proficient in two or more languages besides English will be preferred. (French/Italian/Spanish/Arabic)
  • Possess characteristic traits such as (ie: patience, team player, initiative, resourcefulness, perseverance, adaptability, playing above the line, no lay blame, unlearn & relearn).

Maklumat Tambahan Jawatan Kosong

Tahap Pekerjaan : Junior Executive
Kelayakan : Accounting/Finance, Corporate Finance/Investment
Pengalaman Kerja : 1 year
Jenis Kerja : Full-Time
Pengkhususan Kerja : Accounting/Finance, Corporate Finance/Investment / 501, 132

Maklumat Syarikat Majikan, [SYARIKAT]


TECHV SOLUTION is a prominent web technology company at the forefront of creating exceptional online experiences. Currently, we have partnered with a world-leading online brokerage and are embarking on an exciting global expansion.

At TechV Solution, we are driven by innovation and a commitment to delivering outstanding results. As part of our dynamic team, you will have the opportunity to contribute to our partners’ growth and make a significant impact on the global stage. We are seeking talented professionals who are passionate about web technology and eager to be part of this amazing journey.

Maklumat Tambahan Syarikat [SYARIKAT]

Saiz Syarikat : 1 – 50 Employees
Masa Pemprosesan Permohonan : 30 days
Industri : Consulting (Business & Management)
Elaun dan Lain-lain : Dental, Education support, Miscellaneous allowance, Medical, Sports (e.g. Gym), Vision, Regular hours, Mondays – Fridays
Lokasi : Kuala Lumpur