Client Servicing Executive
5 months ago
**Objectives of Capital Platforms**
Provide investment platform providing access to Mutual Funds for Independent Financial Advisors and other Financial Institutions.
The objectives of Capital Platforms are:
- Present a bespoke platform and service to Financial Advisors.
- Provide an open architecture product offering to Financial Advisors.
- Supply independent, unbiased financial information.
- Make the process of investing as easy and rewarding as possible.
**Qualifications**
Over 2 years’ experience in Client Servicing, written and spoken
Strong familiarity with Outlook and MS Office Applications like Word and Excel
Result oriented, dynamic, self-motivated and willing to accept challenges
Strong command of English
**Duties**
Oversees the client servicing aspect of the regions assigned to you
To open new accounts
Willing to adapt to constant changes given the industry
Willing to work on public holidays but will be compensated
**Salary**: RM3,000.00 - RM4,500.00 per month
**Benefits**:
- Health insurance
- Work from home
Schedule:
- Holidays
- Monday to Friday
**Language**:
- English fluently (required)
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