Financial Service Representative

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Finsmart Solutions Malaysia Sdn Bhd Full time
Job Description
We are seeking a highly motivated Financial Service Representative to join our team at Finsmart Solutions Malaysia Sdn Bhd. In this role, you will be responsible for serving assigned clients, identifying their needs, and providing services and solutions.

Key Responsibilities:
  • Serving assigned clients by identifying their needs through various communication channels and assisting them with account opening, fund deposits, and improving the conversion rate of active accounts.
  • Introducing the company's overseas financial services and products to clients upon their request, including Hong Kong and U.S. stocks, derivatives, and mutual funds.
  • Providing clients with market investment consultations and information services, managing client relationships, and resolving issues related to trading or deposits.
  • Maintaining and strengthening client relationships to foster long-term engagement and satisfaction.


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