Account Manager

Company Description

Hey! We're a fast-growing financial services team, all about helping people crush their financial goals and build a career that's actually meaningful.

We're big on growth, flexibility, and making an impact — with a vibe that's a mix of mentorship, entrepreneurship, and work-life balance. Basically, we give you the tools to level up fast, earn well, and do good stuff.

If you're ambitious, people-focused, and ready to hustle for a career that feels right, let's chat! We'd love to meet you.

Role Description

This is a full-time remote role for an Account Manager. The Account Manager will be responsible for managing client accounts, developing and maintaining client relationships, and ensuring client satisfaction. Daily tasks include communicating with clients, addressing their needs, providing financial advice, and coordinating with internal teams to deliver services. The Account Manager will also be responsible for identifying new business opportunities and contributing to revenue growth.

Qualifications

• Strong communication and interpersonal skills
• Client relationship management and customer service experience
• Financial planning and investment advisory skills
• Experience with CRM software and account management tools
• Highly organized and detail-oriented
• Ability to work independently and remotely
• Bachelor's degree in Finance, Business, or related field
• Open for Malaysian and permanent residents only

Why Join Us

• We offer a long term and stable career which is proven even during the pandemic or recession, our business still grew by 44%
• Enjoy high commission, bonusses twice a year, excellent retirement benefits, career advancement, personal development and yearly overseas trip
• Flexible working hour
• Work life balance
• Comprehensive and excellent training programs to help you accelerate in the industry