Sales Account Manager

Xenwealth is a friendly Financial Well-Being Advisory based in Damansara. We're here to help individuals and families make smart financial decisions so they can feel more secure about their future.

Our team focuses on areas such as protection planning, legacy distribution, and long-term financial planning. With over 50 years of combined industry experience, we are passionate about helping people gain clarity, confidence, and peace of mind when it comes to their finances.

At Xenwealth, we believe financial well-being is about more than just numbers. It is about helping people feel more prepared for life and empowered to make better decisions for themselves and their loved ones.

Role Overview

We are looking for motivated and people-oriented individuals to join Xenwealth as a Sales Account Manager.

This role is ideal for someone who enjoys meeting new people, building meaningful relationships, learning about financial well-being, and helping others make more informed decisions about their future.

You will gain exposure to client engagement, needs discovery, solution presentation, account relationship development, business growth, and long-term client management within a supportive and professional environment.

At Xenwealth, this is more than just a sales role. It is an opportunity to develop your communication skills, confidence, business acumen, and leadership potential while making a positive impact on the people you work with.

Key Responsibilities

• Client Engagement & Account Relationship Building

Connect with individuals, families, and working professionals to understand their goals, concerns, and financial priorities. Build genuine relationships based on trust and meaningful conversations.

• Needs Discovery & Financial Conversations

Learn how to ask the right questions, identify areas where clients may need support, and guide them through structured yet comfortable financial discussions.

• Solution Presentation

Present suitable financial well-being solutions in areas such as protection planning, legacy distribution, and long-term financial strategies to help clients work towards their goals.

• Account Development & Business Growth

Build and grow your relationship portfolio through referrals, networking, social media, events, and community engagement activities.

• Follow-Up & Client Servicing

Maintain regular communication with clients and prospects, providing ongoing support and building long-term trust and relationships.

• Event & Market Engagement

Participate in client events, educational sessions, networking opportunities, and business development activities that help you expand your knowledge and connections.

• Personal Branding & Digital Presence

Develop confidence in presenting yourself professionally through social media, content creation, and relationship-based marketing.

• Professional Growth & Leadership Exposure

Build practical skills in communication, planning, accountability, leadership, and entrepreneurship while preparing yourself for future growth opportunities.

Who We Are Looking For

We are looking for individuals who:

• Have strong communication and interpersonal skills
• Are self-motivated, proactive, and willing to learn
• Have a positive attitude and growth mindset
• Enjoy meeting new people and building long-term relationships
• Have an interest in finance, business, relationship management, personal development, or entrepreneurship
• Can work independently while staying committed to their goals
• Are open to coaching, feedback, and continuous improvement
• Have prior experience in sales, customer service, marketing, finance, or events (an advantage but not required)

Preferred Background

We welcome candidates from various educational backgrounds, including:

• Business / Management / Administration
• Marketing / Mass Communication
• Finance / Banking / Economics
• Psychology / Human Resource / Hospitality

Fresh graduates, career switchers, and ambitious young professionals are encouraged to apply.

What We Offer

• Structured onboarding and practical hands-on experience
• Mentorship and guidance from experienced professionals
• Training in communication, client engagement, account relationship management, and financial advisory concepts
• Exposure to personal branding, business development, client portfolio building, and leadership development
• A supportive and collaborative team culture focused on learning and growth
• Performance-based career progression and income opportunities

Why Join Xenwealth

If you are looking for a career that combines people, purpose, relationship building, business growth, and financial education, Xenwealth offers the support, guidance, and opportunities to help you grow.

Whether you are starting your career, making a career switch, or looking for a platform to challenge yourself and develop new skills, you will find opportunities to learn, grow, and build meaningful relationships here.

At Xenwealth, we believe in growing together, supporting one another, and making a positive difference in the lives of the people we serve.

We Serve. We Build.