Tue, 06 Jan 2026 12:01:04 +0000

Wealth Relationship Executive

Department: Commercial

Employment Type: Full Time

Location: Money Fellows - HQ

Description

Money Fellows is transforming how people save, borrow, and invest. As the world’s first and largest Money Circles app, we’ve digitized the traditional ROSCA model to make it smarter, safer, and more accessible. 💸

Since 2018, we’ve empowered over 7 million users to take control of their financial futures with confidence. 🚀

Key Responsibilities

Engage and follow up with prospective VIP customers through referrals, campaigns, or assigned leads.

Support the onboarding process for new VIP customers to ensure a seamless experience.

Maintain regular communication with existing VIP customers to ensure satisfaction and encourage loyalty.

Collaborate with internal teams (Customer Happiness, Product, Finance) to resolve issues and deliver service excellence.

Track and report on sales performance and customer feedback to enhance service quality.

Handle day-to-day inquiries, requests, or complaints from VIP customers with professionalism and urgency.

Work toward achieving individual sales targets and contributing to team goals in alignment with the VIP strategy.

Key Qualifications

Possess a bachelor’s degree in business, Marketing, or a related field.

Have 1–3 years of experience in sales or customer-facing roles, preferably in financial services or with high-value clients.

Demonstrate strong interpersonal and communication skills at an advanced level.

Be familiar with CRM tools and reporting systems at an intermediate level.

Exhibit a customer-first mindset and maintain a professional appearance at all times.

Core Skills Required

Able to effectively drive sales and negotiate with high-value clients.

Skilled in building and maintaining strong customer relationships.

Excellent in both verbal and active listening communication.

Highly motivated by achieving and exceeding performance targets.

Capable of identifying and solving problems efficiently.

Adaptable to changing environments and customer needs.

Detail-oriented with a focus on accuracy and quality.

Collaborative team player who contributes to group success.