Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Prepare and manage business documents such as quotations, invoices, delivery orders, and service documents accurately and on time.
Maintain organised records for quotations, purchase orders, customer information, and operational workflows so the team can access the correct information easily.
Gather and coordinate information from sales, technical, operations, and accounts teams to support quotation preparation, order processing, and handovers.
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Host and appear on camera in short-form video for X (Twitter), TikTok, Instagram, and LinkedIn (market explainers, event reactions, street interviews, community segments).
Present fluently in both English and Mandarin, including switching between them within a single piece of content.
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