Pag Advisory Pte Ltd Financial Management Trainee 工作職責
- 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 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.
- Strong management and communication skills
- Computer savvy and proficient in PowerPoint presentations
- IT Knowledge required
- Excellent salesmanship and networking skills