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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Fresh graduates with a Diploma or Degree in Finance, Accounting, Economics, Business, Banking, Business Analytics, or a related field are encouraged to apply
Strong analytical, critical thinking, and problem-solving skills
Good understanding of financial statements, financial analysis, and basic business concepts
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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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Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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