Financial Reporting
Bookkeeping
Data Entry
Microsoft Excel
Attention to Detail
Communication Skills
Problem Solving
Teamwork
Time Management
Analytical Skills
Strong communication & interpersonal skills
Negotiation & persuasion skills
Problem-solving skills
Able to handle customer enquiries professionally
Good follow-up & time management skills
Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance.
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Strong communication & interpersonal skills
Negotiation & persuasion skills
Problem-solving skills
Able to handle customer enquiries professionally
Good follow-up & time management skills