Total 36 operations advisor job vacancies in kuala lumpur

**Position: Operations Admin**

**Requirements:**
- Diploma in Business Administration, Business Management, or related field.
- Minimum 1 year of relevant work experience.
- Strong interpersonal skills with excellent communication abilities.
- Ability to work independently with minimal supervision.
- Detail-oriented, adaptable, and energetic.
- Proficient problem-solving skills.
- Fluency in Bahasa and English.

**Responsibilities:**
- Manage training related arrangement / application
- - Establish and maintain a proper filing system.
- Organize and maintain documentation.
- Utilize computer software to enhance office efficiency.
- Coordinate material submissions and ensure timely delivery.
- Assist with ad-hoc duties as assigned.

Perks & Benefits

• Employee equity
• Casual dress code
• Company trips
• Personal leave
• Open culture
• Personal development opportunities

"Are you overworked and underpaid?"

"Want to triple your income in the next 3 years?"

"Want to make a difference for yourself and others?"

Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!

PERKS of being a Financial Services Consultant :

• Top-in-the-Industry Allowance / Incentive Programmes – Allowance support for the first 1.5 years in your career transition. 
• Attractive Compensation Programmes – on top of allowance of up to RM 9,000/month, earn additional (unlimited) commission based on your performance.
• Travel the world – Yearly Performance-Based Incentive Overseas Trips (Past Destinations : Tokyo, Amsterdam, Sweden, etc.)
• Flexibility of Working Hours – Achieve more by taking charge of your own time!
• Clear 3-Year Career Progression & Roadmap – You will have full training support and guidance along your career path, with promotion opportunities.
• Nurturing Environment for Continuous Self and Career Development – Discover what it means to be a Whole-Person Consultant not just in your career but your personal life.
• Effective Digital Tools – You will be equipped with various tools to boost your working process. 

WHO are we looking for?

• People Person – able to communicate well with others and enjoy meeting people.
• High motivated, goal-oriented and practice good ethics.
• An energetic team-player.
• Possess good analytical skills.
• Willing to learn new financial knowledge.
• Good with technology and able to work with various digital tools. 

WHAT will you be doing?

• Analyze prospects or clients’ protection portfolio, design appropriate recommendations and solutions to meet their financial and protection needs.
• Explain clearly to prospects or clients about our financial solutions (especially Life, Takaful, General insurance and mortgage)
• Advise and service clients on their claims and servicing requests.
• Optional – Get involved with team development and recruit your own advisor team. 

REQUIREMENTS

• between 25 - 45 years old.
• must be a Malaysian or a Malaysian permanent resident.
• You must possess at least a diploma. We also accept SPM leavers with at least 5 passes (including Bahasa Malaysia).
• You must NOT have filed for bankruptcy, been convicted of serious fraud, be heavily in debt or been blacklisted by financial institutions.
• Possess own transport. 

So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!

Perks & Benefits

• Commission and bonus
• Nearby public transport
• Flexible working hours
• Yearly Performance-Based Incentive Overseas Trips
• Effective Digital Tools 

Responsibilities 

(A) Marketing 

• To prepare and assist with marketing and sales materials
• To update and maintain database of all clients
• Initiate and organize sales and marketing events 
• To prepare presentations to existing and potential clients 
• To prepare monthly, quarterly and yearly marketing and budget reports
• To ensure key performance targets are met 
• To assist with launching and marketing of all Funds and Portfolio products 
• To prepare and track all clients/Fund performance and compare against peers 

(B) Business Development 

• To develop new distribution and sales channels and to work closely with intermediaries 
• To promote of our investment services to private client, corporate, institutional, pension and government related agencies 
• To assist with product development and carrying out research on competitor's funds 
• Ensuring that the business performance continues to meet the achievable corporate standards. 
• Develop and implement strategic & business plans that aligned with company’s sales and marketing strategy to help the company achieve its growth objective. 

(C) Communication 

• To write, review, edit all communication and marketing materials to existing and potential clients 
• Develop and update content for KSC's website 
• Engage with Communication/Advertising Consultants from time to time to promote KSC 
• Generate ideas to brand KSC more effectively 
• To assist with arranging meetings with clients. 

Undertake ad-hoc functions and related duties as and when required for this position. 

Key Requirements

• Bachelor's degree in Marketing, Banking, Finance, Business or related fields. 
• Minimum of 3 years working experience in related field. 
• Strong analytical, problem-solving and presentation skills. 
• Good in written and verbal communication skills in English. 
• Proactive, resourceful, integrity and responsibility.

Perks & Benefits

• Personal leave
• Open culture
• Personal development opportunities

**職位：營運管理員**

**要求：**
- 工商管理、商業管理或相關領域的文憑。
- 至少 1 年相關工作經驗。
- 較強的人際溝通能力，具備優秀的溝通能力。
- 能夠在最少的監督下獨立工作。
- 注重細節，適應力強，精力充沛。
- 熟練的解決問題的能力。
- 精通印尼語和英語。

**職責：**
- 管理培訓相關安排/申請
- - 建立並維護適當的歸檔系統。
- 組織和維護文件。
- 利用電腦軟體提高辦公室效率。
- 協調材料提交並確保及時交付。
- 協助完成指定的臨時職責。

津貼和福利

• 員工股權
• 休閒著裝要求
• 公司旅行
• 事假
• 開放文化
• 個人發展機會

Job Highlights:

• Career Advancement + Training Provided
• Work-Life Balance working environment.
• Competitive Salary + Productivity Bonus

Company Overview:

We are a well-established and dynamic Mortgage Administration Company working in tandem with Lenders and Managers in Australia that offer a diverse product suite including residential and commercial loans to the overseas markets.

About the Role:

• This role provides on the job training for Australian lending policies.
• It's a great opportunity to work closely with Malaysian co-workers and overseas counterparts so that clients and referral parties understand the difference between Southeast Asia finance and banking vs Australian lending programs.

Job Description:

• Deal directly with customers via telephone or electronically.
• Inbound and outbound collection/arrears call and emails.
• Negotiating and monitoring payment plans
• Analysing client’s accounts to negotiate payment of outstanding debts.
• Customer information within Lender portal or computer systems
• Provide regular reports on progress of work for management.
• Customer retention by offering custom solutions and negotiate a positive outcome for the customer and the Lender.
• Effective management of a dynamic and complex caseload in accordance with internal teams.

Job requirements:

• Experience in residential mortgage Lending.
• Experience in customer service support functions.
• Written and communication skills in Mandarin language to deal with clientele due to our expanding Chinese market.
• Positive attitude, with the ability to respond well within fast paced environment.
• Exceptional customer service and dispute resolution skills in inbound and outbound call management
• Excellent influencing and relationship management skills. 
• Able to work autonomously and in a group setting.
• Self-motivated, goal-driven

Qualification

Diploma, Advanced/Higher/Graduate Diploma, bachelor’s degree, Post Graduate Diploma, Professional Degree

Years of Experience

3 years

Specific Location

Mid-Valley, Bangsar

Perks & Benefits

• 7.5 working hours/day, Mondays - Fridays

   

• WFH Policy applicable

"Are you overworked and underpaid?"

"Want to triple your income in the next 3 years?"

"Want to make a difference for yourself and others?"

Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!

PERKS of being a Financial Services Consultant :

• Top-in-the-Industry Allowance / Incentive Programmes – Allowance support for the first 1.5 years in your career transition. 
• Attractive Compensation Programmes – on top of allowance of up to RM 9,000/month, earn additional (unlimited) commission based on your performance.
• Travel the world – Yearly Performance-Based Incentive Overseas Trips (Past Destinations : Tokyo, Amsterdam, Sweden, etc.)
• Flexibility of Working Hours – Achieve more by taking charge of your own time!
• Clear 3-Year Career Progression & Roadmap – You will have full training support and guidance along your career path, with promotion opportunities.
• Nurturing Environment for Continuous Self and Career Development – Discover what it means to be a Whole-Person Consultant not just in your career but your personal life.
• Effective Digital Tools – You will be equipped with various tools to boost your working process. 

WHO are we looking for?

• People Person – able to communicate well with others and enjoy meeting people.
• High motivated, goal-oriented and practice good ethics.
• An energetic team-player.
• Possess good analytical skills.
• Willing to learn new financial knowledge.
• Good with technology and able to work with various digital tools. 

WHAT will you be doing?

• Analyze prospects or clients’ protection portfolio, design appropriate recommendations and solutions to meet their financial and protection needs.
• Explain clearly to prospects or clients about our financial solutions (especially Life, Takaful, General insurance and mortgage)
• Advise and service clients on their claims and servicing requests.
• Optional – Get involved with team development and recruit your own advisor team. 

REQUIREMENTS

• between 25 - 45 years old.
• must be a Malaysian or a Malaysian permanent resident.
• You must possess at least a diploma. We also accept SPM leavers with at least 5 passes (including Bahasa Malaysia).
• You must NOT have filed for bankruptcy, been convicted of serious fraud, be heavily in debt or been blacklisted by financial institutions.
• Possess own transport. 

So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!

Perks & Benefits

• Employee equity
• Commission and bonus
• Nearby public transport
• Flexible working hours
• Casual dress code
• Regular team activities
• Personal development opportunities

"Are you overworked and underpaid?"

"Want to triple your income in the next 3 years?"

"Want to make a difference for yourself and others?"

Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!

PERKS of being a Financial Services Consultant :

• Top-in-the-Industry Allowance / Incentive Programmes – Allowance support for the first 1.5 years in your career transition. 
• Attractive Compensation Programmes – on top of allowance of up to RM 9,000/month, earn additional (unlimited) commission based on your performance.
• Travel the world – Yearly Performance-Based Incentive Overseas Trips (Past Destinations : Tokyo, Amsterdam, Sweden, etc.)
• Flexibility of Working Hours – Achieve more by taking charge of your own time!
• Clear 3-Year Career Progression & Roadmap – You will have full training support and guidance along your career path, with promotion opportunities.
• Nurturing Environment for Continuous Self and Career Development – Discover what it means to be a Whole-Person Consultant not just in your career but your personal life.
• Effective Digital Tools – You will be equipped with various tools to boost your working process. 

WHO are we looking for?

• People Person – able to communicate well with others and enjoy meeting people.
• High motivated, goal-oriented and practice good ethics.
• An energetic team-player.
• Possess good analytical skills.
• Willing to learn new financial knowledge.
• Good with technology and able to work with various digital tools. 

WHAT will you be doing?

• Analyze prospects or clients’ protection portfolio, design appropriate recommendations and solutions to meet their financial and protection needs.
• Explain clearly to prospects or clients about our financial solutions (especially Life, Takaful, General insurance and mortgage)
• Advise and service clients on their claims and servicing requests.
• Optional – Get involved with team development and recruit your own advisor team. 

REQUIREMENTS

• between 25 - 45 years old.
• must be a Malaysian or a Malaysian permanent resident.
• You must possess at least a diploma. We also accept SPM leavers with at least 5 passes (including Bahasa Malaysia).
• You must NOT have filed for bankruptcy, been convicted of serious fraud, be heavily in debt or been blacklisted by financial institutions.
• Possess own transport. 

So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!

Perks & Benefits

• Commission and bonus
• Nearby public transport
• Flexible working hours
• Yearly Performance-Based Incentive Overseas Trips
• Effective Digital Tools 

工作亮點：

• 提供職業發展+培訓
• 工作與生活平衡的工作環境。
• 有競爭力的薪資+生產力獎金

公司簡介：

我們是一家成熟且充滿活力的抵押管理公司，與澳洲的貸款人和管理人合作，向海外市場提供多樣化的產品組合，包括住宅和商業貸款。

關於角色：

• 該職位提供澳洲貸款政策的在職培訓。
• 這是與馬來西亞同事和海外同行密切合作的絕佳機會，以便客戶和推薦方了解東南亞金融和銀行與澳洲貸款計劃之間的差異。

職位描述：

• 透過電話或電子方式直接與客戶打交道。
• 入站和出站催收/欠費電話和電子郵件。
• 談判和監控付款計劃
• 分析客戶的帳戶以協商未償債務的支付。
• 貸方入口網站或電腦系統中的客戶訊息
• 定期向管理層報告工作進度。
• 透過提供客製化解決方案來保留客戶，並為客戶和貸款人協商積極的結果。
• 根據內部團隊的要求，有效管理動態且複雜的案件量。

工作要求：

• 擁有住宅抵押貸款經驗。
• 具有客戶服務支援職能的經驗。
• 由於我們不斷擴大的中國市場，需要具備普通話的書面和溝通能力，能夠與客戶打交道。
• 積極的態度，能夠在快節奏的環境中做出良好的反應。
• 在呼入和呼出呼叫管理方面具有出色的客戶服務和爭議解決能力
• 優秀的影響力和關係管理能力。
• 能夠在團隊環境中獨立工作。
• 自我激勵、目標驅動

資質

文憑、高級/高級/研究生文憑、學士學位、研究生文憑、專業學位

多年經驗

3年

具體位置

谷中城, 孟沙

津貼和福利

• 7.5 工作小時/天，週一至週五

   

• 適用在家工作政策

Headquartered in Singapore, Ant International powers the future of global commerce with digital innovation for everyone and every business to thrive. In close collaboration with partners, we support merchants of all sizes worldwide to realize their growth aspirations through a comprehensive range of tech-driven digital payment and financial services solutions.

We are seeking for a【KYC Operations Manager】based in Kuala Lumpur, Malaysia.

Key Responsibilities

• As the leader of the KYC team, Manage KYC operations based on MAS regulated bank compliance policies and KYC regulatory requirements.
• Support the business to conduct customer check (KYC/CDD) analysis for new business or initiative.
• Lead the planning and establishment of KYC capabilities including CDD, PEP, Sanctions, Adverse news review and due diligence capabilities for financing business.
• Establish and improve KYC product capabilities, including on-boarding system, periodic review system, screening system.
• Work closely with AML Compliance Officers (AMLOs) and Risk Officers to understand the regulatory requirements, status of system capability in relevant entities, identify the gaps if any, and propose the requests for system building or enhancement to relevant teams.
• Collaborate with middle office and technology team to raise the system requests and to convert the business requirement into product requirement. Implement changes in processes or workflows and drive optimization.
• Support the Risk and AML operation and link up with the business in case of any escalation

Qualifications

• Minimum 5 years of KYC/AML experience with a payment service provider, money service operator (MSO) consulting firm, or financial institution. Must have more than 3 years of team lead or manager experience. Those who have engaged in KYC/CDD for corporate client are preferred.
• Have excellent interpersonal skills necessary to work effectively with colleagues across regions and business units. An accountable team player with collaborative spirit, ability to build rapport with internal stakeholders and customers.
• Ability to manage multiple priorities and tasks with the skills to adapt to changes in a fast-paced environment
• Strong analytical, creative problem-solving capabilities and ‘can-do’ attitude.
• Excellent command of both spoken and written English and Chinese is a must.
• CAMS or ICA qualified will be given the priority.

Perks & Benefits

• Employee equity
• Commission and bonus
• Allowance (travel stipends, transportation, etc.)
• Nearby public transport
• Central location
• Flexible working hours
• Casual dress code
• Regular team activities
• Company trips
• Medical insurance
• Personal leave
• Sabbatical leave
• Open culture
• Personal development opportunities

“你是否工作過度、工資過低？”

“想在未來三年內將收入增加兩倍嗎？”

“想為自己和他人帶來改變嗎？”

與我們一起探索更多 – 我們不僅僅是您的普通金融服務顧問。利用您的知識和技能，您將幫助他人保護他們的現在並確保他們的未來。一路走來，我們共同創造有意義、鼓舞人心且經濟回報豐厚的職業生涯。所需要的只是您想要有所作為的願望！

成為金融服務顧問的好處：

• 行業頂尖的津貼/激勵計劃—為您職業轉型的前 1.5 年提供津貼支援。
• 有吸引力的薪酬計劃 – 除了每月高達 RM 9,000 的津貼外，還可以根據您的表現賺取額外（無限制）佣金。
• 環遊世界－每年績效獎勵海外旅行（過往目的地：東京、阿姆斯特丹、瑞典等）
• 彈性的工作時間－掌控自己的時間，取得更多成就！
• 清晰的 3 年職涯發展和路線圖 – 您將在職涯道路上獲得全面的培訓支援和指導，以及晉昇機會。
• 培養持續自我和職業發展的環境——了解成為全人顧問意味著什麼，不僅在你的職業生涯中，而且在你的個人生活中。
• 有效的數位工具－您將配備各種工具來促進您的工作流程。

我們在找誰？

• 善於與人交往－能夠與他人進行良好的溝通並喜歡與人交往。
• 積極性高，目標導向，實踐良好的道德規範。
• 一個充滿活力的團隊合作者。
• 具備良好的分析能力。
• 願意學習新的金融知識。
• 擅長技術，能夠使用各種數位工具。

你會做什麼？

• 分析潛在客戶或客戶的保護組合，設計適當的建議和解決方案，以滿足他們的財務和保護需求。
• 向潛在客戶或客戶清楚地解釋我們的金融解決方案（特別是人壽保險、回教保險、一般保險和抵押貸款）
• 就客戶的索賠和服務請求提供建議和服務。
• 可選 – 參與團隊發展並招募您自己的顧問團隊。

要求

• 年齡在25-45歲之間。
• 必須是馬來西亞人或馬來西亞永久居民。
• 您必須至少擁有文憑。我們也接受至少獲得 5 次通過的 SPM 畢業生（包括馬來語）。
• 您不得申請破產、被判犯有嚴重詐欺罪、負債累累或被金融機構列入黑名單。
• 擁有自己的交通工具。

還在等什麼？點擊“立即申請”按鈕，讓我們盡快聯繫！

津貼和福利

• 員工股權
• 佣金和獎金
• 附近的公共交通
• 彈性的工作時間
• 休閒著裝要求
• 定期團隊活動
• 個人發展機會

• Opportunities to work with a MNC and key player in logistics industry
• Strong career support in a international environment
• Multifarious benefit program
• Contract 6 months (renewable)

Job Descriptions:

• To provide support to Operations Training Manager to design, deliver and administer operation's training programs in accordance with operation's training and development plan
• Analyze the training needs of employees to develop training programs that enhances their know-how, skills and performance
• Stay updated with externally-provided programs and make recommendations when needed
• Compile and maintain an inventory of Operations training received by staff
• Conduct post training evaluation of all Operations training programs and take necessary action to rectify any deficiencies in the training methodology or content
• Draft user friendly training manuals for Operations related systems, both through using available material from out network and from training vendors or consultants

Job Requirements:

• At least a Bachelor's Degree in any relevant field, preferably HR management, Psychology, Business Administration
• 1-2 years' relevant experience, HR / employee training and development
• Preferably experience in logistics / transportation industry or multinational companies
• Strong written English communication skills
• Attention to Details, Analyzing Statistical Information, bases decisions on facts and figure
• Generates new ideas, Innovative, enjoys being creative, thinks of original solutions
• Enjoy Interacting with People and must be able persuades others of the value of an approach or idea
• Fresh graduates are welcomed to apply

Please apply with your updated resume

Resume box: lifework.sun@gmail.com

Only shorlisted cdd shall be notified

Perks & Benefits

• Allowance (travel stipends, transportation, etc.)
• Nearby public transport
• Central location
• Medical insurance
• Personal development opportunities

• 6 months contract role (renewable)
• Work Location: Kerinchi, Bangsar
• Work shift rotation: morning, noon, midnight

Job Responsibilities:

• Build rapport and long term relationships with Clients while providing excellent customer service standards.
• Create shipment booking arrangements
• Entertain customer's enquiries on product & services
• Collaborate well with Sales & Operation teams.
• Manage multiple customer contact channels: (Inbound/ outbound calls, Emails, Live Chats, Social Media Platforms , and etc)
• Achieve monthly KPI of dates arranged & waiting time.
• Manage and update list of Clients assigned regularly and promptly.
• Handle High profile customers.
• To liase with product team to improve operational workflow.
• To provide general operational and sales support.

Job Requirements :

• Candidate must possess at least a Diploma, Advanced/Degree, any field.
• Fresh graduates are also encouraged to apply.
• 1 - 2 years experience in Customer Service will be an added advantage
• Required skill(s): Call Center background, Customer Service, Coordinating Skill.
• Possess excellent verbal and written communication skills in English.
• Result driven and works well with KPI.
• Comfortable working with different modes of communication for liaison work (Primarily Phone)
• Possess own transport

Please apply with your comprehensive resume

Resume box: lifework.sun@gmail.com

Only shortlisted candidate shall be notified

Perks & Benefits

• Commission and bonus
• Nearby public transport
• Medical insurance
• Personal development opportunities

• 與跨國公司和物流行業主要參與者合作的機會
• 國際環境中強大的職業支持
• 豐富多彩的福利計劃
• 合約為期 6 個月（可續約）

工作介紹：

• 為營運培訓經理提供支持，以根據營運的培訓和發展計劃設計、交付和管理營運的培訓計劃
• 分析員工的培訓需求，制定培訓計劃，提高他們的專業知識、技能和績效
• 隨時了解外部提供的計劃並在需要時提出建議
• 編制並維護員工所接受的營運訓練清單
• 對所有營運培訓計劃進行培訓後評估，並採取必要行動糾正培訓方法或內容中的任何缺陷
• 透過使用來自網路和培訓供應商或顧問的可用資料，為營運相關係統起草使用者友善的培訓手冊

工作要求：

• 至少擁有任何相關領域的學士學位，最好是人力資源管理、心理學、工商管理
• 1-2年相關經驗，人力資源/員工培訓與發展
• 優先考慮有物流/運輸業或跨國公司工作經驗
• 較強的英語書面溝通能力
• 注重細節，分析統計信息，根據事實和數據做出決策
• 產生新想法、創新、喜歡創意、思考原創解決方案
• 享受與人互動，並且必須能夠說服他人某種方法或想法的價值
• 歡迎應屆畢業生申請

請使用您更新後的履歷進行申請

履歷箱：lifework.sun@gmail.com

僅通知入圍的 CDD

津貼和福利

• 津貼（旅費、交通費等）
• 附近的公共交通
• 中心位置
• 醫療保險
• 個人發展機會

• 6 個月合約職位（可續約）
• 工作地點：孟沙Kerinchi
• 輪班制：上午、中午、午夜

工作職責：

• 與客戶建立融洽的長期關係，同時提供卓越的客戶服務標準。
• 建立貨運預訂安排
• 接待客戶對產品和服務的詢問
• 與銷售和營運團隊良好合作。
• 管理多個客戶聯絡管道：（來電/呼出電話、電子郵件、即時聊天、社群媒體平台等）
• 實現安排日期和等待時間的每月 KPI。
• 定期及時管理和更新分配的客戶名單。
• 處理高知名度的客戶。
• 與產品團隊聯絡以改善作業流程。
• 提供一般營運和銷售支援。

工作要求 ：

• 候選人必須至少擁有任何領域的文憑、高級/學位。
• 也鼓勵應屆畢業生申請。
• 1 - 2 年客戶服務經驗將是額外的優勢
• 所需技能：呼叫中心背景、客戶服務、協調技能。
• 擁有優秀的英語口頭和書面溝通能力。
• 以結果為導向，與 KPI 配合良好。
• 能夠輕鬆地使用不同的溝通方式進行聯絡工作（主要是電話）
• 擁有自己的交通工具

請攜帶您的完整履歷進行申請

履歷箱：lifework.sun@gmail.com

僅通知入圍候選人

津貼和福利

• 佣金和獎金
• 附近的公共交通
• 醫療保險
• 個人發展機會

Join StashAway Malaysia, a pioneering fintech company, as a Client Advisor and embark on an exciting journey to redefine wealth management in the digital age. As a Client Advisor, you'll play a pivotal role in delivering tailored solutions and exceptional service to the premium customer segment. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities and hit quarterly targets. You will report directly to the Deputy Country Manager to strategise and execute AUM impacting initiatives. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance. 

Why Join Us?

• Exclusive Focus: Serve the discerning needs of our premium clientele, shaping their financial success.
• Business Development Opportunities: Drive strategic initiatives to expand our premium client base and enhance revenue streams.
• Collaborative Culture: Thrive in a culture of collaboration and innovation, alongside industry leaders.
• Professional Advancement: Expand your expertise in cutting-edge fintech practices, unlocking new career opportunities.
• Impactful Contributions: Drive initiatives directly impacting AUM growth, leaving a lasting mark on our success.

Responsibilities:

• Strategic Pipeline Development: Cultivate a high-quality pipeline of premium prospects to surpass AUM targets.
• Tailored Client Engagement: Provide bespoke guidance to premium clients, showcasing StashAway's unique value proposition.
• Relationship Enhancement: Foster enduring relationships with premium clients, driving retention and expansion efforts.
• Market Mastery: Share expert insights on financial markets and StashAway products, enhancing client loyalty.
• Educational Leadership: Lead seminars to educate and empower premium clients, elevating their financial acumen.
• Innovative Initiatives: Spearhead internal projects to optimize outreach and engagement strategies for premium clientele.

• Client-Facing Expertise: Possess a minimum of 2 years' experience in client-facing roles, preferably from banking or asset/wealth management.

• Client-Centric Approach: Demonstrate a deep understanding of and commitment to serving the unique needs of premium clients.
• Performance Excellence: Exhibit a track record of surpassing AuM or revenue targets within the premium segment.
• Relationship Building: Cultivate authentic, long-term client relationships, rooted in trust and mutual respect.
• Financial Fluency: Showcase a strong grasp of financial markets and products, delivering value-added insights to clients.
• Communication Mastery: Communicate with clarity and conviction, delivering impactful presentations and proposals.
• Problem-Solving Prowess: Exhibit a knack for creative problem-solving, overcoming challenges with ingenuity.
• Language Proficiency: Big plus if fluent in written and spoken Mandarin Chinese.
• Preferably a CMSRL holder (Capital Markets Services Representative's License) 

At StashAway, we're committed to redefining wealth management, empowering our premium clients to achieve their financial aspirations with confidence. Join us in elevating the standards of excellence in premium segment wealth management and drive impactful Business Development initiatives to shape our future success.

Employee financial and physical well-being

• Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
• Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).
• Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.
  

Flexible work arrangements and policies

• Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
• Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
• Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
• Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

• You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.
• Discount on selected postgraduate courses with INTI: You will receive a 40% discount for the courses you enroll in. Your spouse or children are entitled to a 16% discount for courses they enroll in.

Team bonding budget and initiatives

• Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
• Annual off-sites (Oct): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.