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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Finance & Documentation Support: Assist in daily data entry, financial reporting, and proper document filing. Maintain accurate financial records and ensure data consistency in the accounting system. Support preparation of internal reports including reconciliation, claims, and warranty registration.
Customer & Warranty Registration: Compile and organize extended warranty forms submitted by outlets for registration purposes. Coordinate with sales teams for the ongoing customer rebate registration process.
Rebate & Government Liaison: Communicate with relevant government bodies regarding guidelines and submissions for promotional rebate programs. Follow up to ensure accurate and timely processing of claims and required documentation.
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To plan, manage and execute business development and sales activities to generate and qualify leads, identify new business opportunities and achieve revenue targets and new account acquisition growth, with a focus on the China region.
To develop new markets and identify potential customers, business opportunities and contracts within the assigned geographical regions, particularly in China.
To strategize, propose and execute regional business activities to achieve the Company’s sales and business growth objectives.
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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.
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