Financial Management Trainee
Skills
Pag Advisory Pte Ltd Financial Management Trainee 工作職責
Want to have a career with work-life integration with working remotely? Want to be recognized and rewarded for your work performance? Want to be nurtured with leadership capabilities?
As part of PAG Advisors exciting growth plans in the financial services industry, we are looking for ambitious individuals to join us as a Financial Management Trainee. Upon being successfully hired, you’ll develop your skills for connecting and building relationships with prospective clients as well as marketing the professional services we offered to the right audience through a comprehensive 3-month training program. It’s an opportunity to turn the knowledge you’ve acquired into a lucrative career that stands for the test of time. You’ll experience intense product, sales and marketing training and valuable mentoring. After which you will be coached on your Leadership Development for a fast track to leading a team.
Responsibilities
- 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.
Skills that we are looking for
- Strong management and communication skills
- Computer savvy and proficient in PowerPoint presentations
- IT Knowledge required
- Excellent salesmanship and networking skills
