Job Requirements
Job benefits
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Flexible work hours
Productivity curve is not something steady and consistent as it depends on each person's unique traits and preferences. At our company, as long as your team is in sync and your goal is hit, you can flexibly decide when you want to work.
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Skills
Job description for Financial Management Executive (Estate Planning) at Pag Advisory Pte Ltd
- Highly energetic, positive attitude with the ability to take initiative
- Ability to convey information clearly and analyze customer requirements as needed to help customers make buying decisions
- Assisting with administrative work on estate planning
- Assisting personnel with clients' estate planning
- Assisting with business acquisition via estate planning
- Assisting with the expansion of estate planning services
- Engage prospects through multiple channels to generate new sales leads
- Produce detailed proposals and presentation materials for client pitching
- Understand and identify client's financial shortfall and recommend solutions
- Maintain client relationships by providing support and information. To recommend new opportunities and improvements.
- Always on top of industry trends, market activities, and competitors so as to identify new opportunities
- Strong management and communication skills
- Computer savvy and proficient in powerpoint presentations
- IT Knowledge required
- Excellent salesmanship and networking skills
- Ability to convey information clearly and analyze customer requirements as needed to help customer make buying decisions
- Highly energetic, positive attitude with the ability to take initiative
- At least have a min of local diploma in any field of studies