Client Engagement Executive

Client Engagement Executive

StashAway Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

About Job

The Client Engagement Executive will serve as the primary liaison for our premium clients, delivering a high‑touch, personalised experience through proactive outreach, onboarding support, and ongoing relationship management. The role requires handling more complex client queries and situations with professionalism, tact, and efficiency, ensuring clients maximise the value of our wealthtech platform. The ideal candidate thrives in a fast‑paced environment and is comfortable with both phone and email communication.

Key Responsibilities

• Understands core CE tasks (product‑related queries, simple performance‑related questions, and client calls) and can work with minimal guidance on tickets.
• Able to understand more complicated processes and issues and work through them with the team.
• Confident with the suite of...