Financial Services Representative
RM 3,000 - RM 5,000 / Per Mon
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Company Background:
We are representing one of our multinational clients, an award-winning leader in online trading and financial service industry, looking for KYC Analyst to be based in Bangsar Shopping Mall, Kuala Lumpur.
Job Description:
- Provide clients with best-in-class service on phone, chats, and email.
- Self-manage outbound call campaigns to offer added-value services, promote sales of the company’s products and services, drive deposits, and develop long-term client relationships.
- Assist clients in opening individual trading accounts, guide them on accessing online trading platforms and deposit channels, and address inquiries regarding deposit and withdrawal processing.
- Conduct KYC to understand client financial backgrounds and concerns, maintain client retention levels, and actively seek upselling opportunities.
- Stay updated on global financial news, articulate financial and market-related concepts, and offer trading opportunities while promoting the company’s products and services.
- Collaborate with the Financial Services Team, manage resources effectively, and consistently achieve individual and departmental performance metrics.
Job Requirements:
- Strong verbal and written communication skills in Mandarin and English.
- Bachelor’s degree with 2–3 years of experience in the financial/trading industry.
- Proficient in MS Office and comfortable with mathematical concepts.
- Critical thinking, problem-solving, and analytical abilities.
- Flexible to work day/regular shifts and follow global market trends.
- Enthusiastic about customer service, analysis, and long-term career growth.
- Must meet FCA Fitness and Propriety Requirements.
- Preferably has own transport (MRT within 500 meters).
Interested candidates may apply or send their resumes to [email protected]
Only shortlisted candidates will be notified.
Job Type: Full-time
Pay: RM3,000.00 - RM5,000.00 per month
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