Financial Management Executive (Estate Planning)
Singapore, Singapore
SGD 1,600 - 3,500/month
Finance
Việc làm fulltime
Posted một tháng trướcUpdated một tháng trước
Thông tin quan trọng
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Ẩn bớt
Mô tả công việc
What we’re looking in you :
- 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
Job Scopes :
- 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
Requirements :
- Strong management and communication skills
- Computer savvy and proficient in powerpoint presentations
- IT Knowledge required
- Excellent salesmanship and networking skills
What we’re looking for in you :
- 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
Interested parties, please send your resume over to talent@pagadvisory.com
* We regret to inform that only successful applicants will be contacted*
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