① Documentation & Business Administration Prepare, organize, and manage internal business documents including agreements, consignment forms, vendor contracts, briefing decks, and meeting minutes. Keep our filing systems clean, up-to-date, and accessible. Support the team in drafting proposals, SOPs, and operational checklists.
② Customer Data Analysis & Coordination Compile and analyse customer data across platforms to identify patterns, purchasing behaviours, and segment trends. Help coordinate customer-facing communication workflows — including follow-up sequences, feedback collection, and retention touchpoints — working closely with our marketing team.
③ Collaboration & Partnership Coordination (Online) Plan and coordinate online collaboration deals end-to-end — from initial outreach tracking to briefing sheets, deliverable timelines, and post-collaboration reporting. You'll help manage our pipeline of KOL partnerships, gifted collaborations, and brand deals, ensuring nothing falls through the cracks.
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Build and manage client relationships while developing leadership capabilities
Progress into a long-term career path as a professional advisor and future agency leader
The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship.
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