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CUSTOMER SERVICE REPRESENTATIVE

RM 5,000 - RM 5,999 / month

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We are seeking dynamic individuals to join our team. The ideal candidate will be responsible for providing comprehensive financial advice and wealth management services to high-net-worth individuals and families. The Wealth Advisory Manager will develop personalized strategies to help clients achieve their financial goals, manage their investment portfolios, and ensure long-term financial security. Key Responsibilities: • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients by providing exceptional service and tailored financial advice. • Financial Planning: Develop comprehensive financial plans that align with clients' goals and risk tolerance. This includes retirement planning, investment strategies, insurance needs, and estate planning. • Product Knowledge: Stay informed about the latest financial products and services, especially those related to insurance, to provide clients with up-to-date and relevant advice. • Sales and Business Development: Identify and pursue new business opportunities to grow the client base. This includes networking, attending industry events, and leveraging existing contacts. • Compliance: Ensure all activities comply with regulatory requirements and company policies. Maintain accurate records of client interactions and transactions. • Team Leadership: Lead and mentor a team of junior advisors, providing guidance and support to help them achieve their professional goals.