Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
Setting financial objectives, and developing and implementing strategies for achieving them;
Arranging to buy and sell unit trust funds for clients;
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Carry out routine inspection on the car to ensure that IT is always in good condition. Remind office admin renewal and management of road tax, car insurance etc with consultation from Director / Director's Office.
Assist Director with all the works assigned.
Must be PUNCTUAL in attendance and strictly maintain timing schedule.
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Performance: Oversee performance reviews to meet the organization's standards.
Workplace Culture: Foster a supportive and positive work environment. Encourage teamwork and handle conflicts to keep good relations among staff.
Office Management: Look after the office's daily operations, ensuring supplies, equipment, and facilities are well-kept for productivity and safety.
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