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Job description Financial Management Trainee (Advisor) Pag Advisory Pte Ltd
- Assisting the agency with client retention and confidence
- Assisting the agency with agency projects
- Assisting personnel with clients' financial needs analysis and financial planning
- Assisting personnel to meet monthly sales targets
- Engage prospects through multiple channels to generate new sales leads
- Produce detailed proposals and presentation materials for client pitching
- Understand and identify the 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
- Ability to convey information clearly and analyze customer requirements as needed to help customers 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