Epicareer Might not Working Properly
Learn More

Financial Services Representative

  • Full Time, onsite
  • Agensi Pekerjaan Talent Recruit Sdn Bhd
  • Kuala Lumpur, Malaysia
RM 3,000 - RM 5,000 / Per Mon

Checking job availability...

Original
Simplified

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