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Company Overview

Vitalion Sdn Bhd

We are an agency involved in the field of financial services business, offering innovative financial products and services to both the corporate and individual segment since year 2000.

Vitalion Sdn Bhd (WKP Wealth Advisory) is widely represented in the northern, southern and central region of Malaysia serving a wide variety of clientele, ranging from individuals, private corporate, non-profit association, public listed company, and etc

The agency management is consistently growing in the industry to deliver the best services which meet the global performance standard in order to be the best financial provider in Malaysia. Vitalion Sdn Bhd (WKP Wealth Advisory) takes pride in building long term relationships with all clients through ensuring that the customers will receive the best services, and peace of mind in all aspects, of their business and personal lives.

Experience Requirements

  • Position Title : Portfolio Manager
  • Job Skills :

    · At least 1 year sales experience in any industry

    · Sales-oriented with keen sense to learn and upgrade yourself

    · Excellent communication skills and customer services capabilities

    · Existing experience with and network of relevant clients highly desirable

    · Ability to think strategically and implement in time bound manner

    · Energetic, self-motivated, independent, resourceful and result oriented.

    · Digitally savvy and proficient in Microsoft Office suite

    · Diploma holders and above are encouraged to apply
    · Non diploma holders may apply as well if you have adequate years of experience

  • Education Level : Diploma/Advanced/Higher/Graduate Diploma
  • Position Level : Senior Executive

Job Responsibilities

· Achieve sales and revenue targets through direct sales activities

· Identify and outreach to potential clients to generate leads and sales

· Respond to any questions/objections based upon a detailed understanding of company portfolio

· In collaboration with management team to propose and develop new portfolios to customers

· Tracking and reporting of clients, pipeline, deals/contracts, through various internal tools/ dashboards available within company lead system