Key Responsibilities
- Deliver high-touch, face-to-face service to walk-in clients, guiding them through onboarding, app features, and account-related processes.
- Conduct in-person tutorials and assist with product or platform-related queries, ensuring adherence to SC Malaysia’s KYC standards.
- Support marketing initiatives by distributing approved marketing collaterals, guiding clients on how to access promotions, and encouraging app engagement based on pre-approved messaging by compliance and marketing teams.
- Support daily operational upkeep, including visual merchandising, cleanliness, and brand alignment of the centre.
- Manage and monitor inventory of demo devices, brochures, and promotional items.
- Act as shift leader in the absence of the Client Experience Lead and support team supervision.
- Handle escalations, feedback collection, and issue resolution in collaboration with internal teams (Compliance, Customer Service, Client Relations, etc.).
- Coordinate with relevant teams on events, new feature launches, or client education initiatives.
- Take ownership of specific projects such as VIP client engagement or training sessions.
- Undertake ad-hoc tasks or special projects as assigned by management to support business needs.
Requirements
- Degree in Business, Finance, Marketing, or related disciplines.
- 2–4 years of relevant experience in a customer-facing role, preferably within financial services, fintech, or premium retail.
- Familiarity with digital investing, stock trading, or online brokerage platforms.
- Familiarity with regulatory standards by the Securities Commission Malaysia or Bursa Malaysia is a strong advantage.
- Demonstrated ability to lead by example, resolve issues independently, and train others.
- Experience with event support, VIP handling, or campaign coordination is a plus.
- Fluent in English, Bahasa Malaysia, and Chinese (Mandarin/Cantonese).
- Able to work weekends and public holidays when required.
Preferred License(s)
- CMSRL holder - Dealing in Securities, Module 6 & 7
- Unit Trust Consultant - Computerised Unit Trust Examination
Benefits
We offer a comprehensive and holistic work experience and package as follows:
- Competitive compensation & benefits.
- Fun loving and diverse work environment.
Please note that only short-listed candidates will be contacted. Thank you.
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