Job Description

As a Wealth Advisory Director in one of the largest independent financial advisory firms providing insurance, investment, loan and other financial services, I invite inspirational and independent individuals to take on the role to support business expansion. You will be working hand in hand with me, providing real-time support to me to create better client experience and business growth.The individual will mainly take charge of the following duties on top of ad-hoc duties/projects: 1) Taking over from director on new business concluded and complete submission. You will be required to follow-up with clients / business partners to ensure timely inception of new business.2) In charge of post-sales follow-up by creating financial portfolio summary, monitor and help out in existing clients\xe2\x80\x99 portfolio reviews.3) Attend to day-to-day communication with clients & business partners and taking charge of secretariat & administrative work ranging from renewals, claims and servicing.4) Assist in social media contents creation for marketing and better outreach to general publics & clients.5) Research on financial products in the market and identify the most suitable solutions for clients.6) Joint-field work with director in sales and marketing activities.The selected candidates will be exposed to the above functions in phrases (item 1-4, followed by the rest). Ideal for candidate, who would like to have broad exposure and build up a career in financial services industry. Experience in financial industry could be an advantage but not necessary. On-the-job training will be provided. Hybrid work mode is adopted and suitable for individuals need to have a flexible work arrangement. Preferably, you should have basic knowledge/expertise in the following areas: 1) Good interpersonal skills in liaising with different stakeholders2) Independent and good learning capacity3) Proactive, eyes for details and able to perform under timeline4) Microsoft office (mainly Words, Excels & Powerpoint)Workplace: Beach Road (near Bugis MRT Station)To apply, please furnish your resume with recent picture, last drawn and expected salary.

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