Business Development Support
harveston wealth management- Posted 11 hours ago
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Job Description
Company Description
Established in 2009, Harveston is a holistic wealth management firm which approved by Bank Negara Malaysia and the Securities Commission Malaysia. Over the past 17 years, we have provided wealth management services to individuals, families, and businesses, helping clients achieve their life goals through independent, customized, and integrated wealth management solutions. This dedication has made us the preferred wealth management advisors for our clients.
Role Description
This is a full-time on-site role for an Business Development Support located in Glenmarie, Shah Alam.
- Support business development activities, sales campaigns, events, and training.
- Provide clerical and administrative support to advisers.
- Manage phone communications, enquiries, correspondence, and general office matters.
- Prepare and update sales reports, records, and business tracking.
- Coordinate and follow up with advisers, internal teams, and business partners.
- Assist with documentation and day-to-day office operations.
- Support ad-hoc assignments in a fast-paced and dynamic working environment.
Qualification
Candidates with SPM or Diploma qualifications are welcome to apply, as these meet the requirements for this position. Proficiency in Mandarin is required.
More Info
Key Skills
Business tracking
