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.
...
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.
...
Create and maintain detailed baseline and rolling schedules for construction packages using Primavera P6 or MS Project, aligning timelines with project milestones and resource plans.
Develop resource-loaded workplans and activity breakdowns that translate design and procurement inputs into achievable site sequences.
Track progress, update forecasts, and perform critical path and delay analyses to quantify impacts and recommend recovery options.
...
Develop and implement marketing activities to increase tourist visitation, demand, and expenditure through various channels, including digital marketing and social media.
Identify and develop new business opportunities and expand the network of travel trade partners.
Build and maintain relationships with travel agents, tour operators, airlines, tourism organizations, hotels, and other industry partners.
...