• Candidate must possess at least a diploma in Finance/Accountancy/Banking, Marketing or equivalent.• Min 2 years sales and service experience in the financial or service industry. (Candidates with less than 2 years’ experience in the relevant field will be considered for junior roles)• Possess strong interest in financial planning, investment and lending• Excellent communication and interpersonal skills. Able to deliver and maintain high quality of customer service.• Open-minded and comfortable working in a fast-paced environment where no two days are the same as it is a start-up company.• Possess own transport and willing to travel.
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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