Client Servicing Executive

5 months ago


Kuala Lumpur, Malaysia Capital Platforms (M) Pte Ltd Full time

**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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