Personal Financial Executive

Responsibilities: Pipeline & New Business - You will create and grow a Mandarin-speaking sales pipeline through prospecting, referrals, and community outreach to meet monthly targets. - You will qualify leads and convert prospects with clear presentations and customised proposals. Client Success & Account Growth - You will build lasting client trust with regular follow-ups and tailored financial advice to retain and expand accounts. - You will prepare quotations, negotiate terms with clients, and coordinate with internal teams to ensure smooth onboarding. Reporting & Administration - You will keep accurate CRM records of interactions, pipeline status, and quotations for transparency and tracking. - You will produce concise sales reports and share practical insights to help the team improve processes. Requirements: Qualifications & Experience - Minimum 2 years of sales experience, preferably in financial services or related sectors. - Proven track record in outside or inside sales with measurable results. Hard Skills & Knowledge - Fluent spoken Mandarin, with confidence presenting and negotiating in Mandarin. - Strong abilities in sales prospecting, business development, preparing sales proposals, and producing quotations. - Comfortable using CRM tools and producing basic sales reports. Soft Skills & Qualities - Excellent communication and presentation skills, with a client-first mindset. - Self-motivated, organised, and able to work well within a close-knit team. Compensation & Benefits - Monthly salary range RM3,000 - RM10,000.