- Date Listed
- 12 Dec 2021
- Experience Level
- Entry Level / Junior Executive
- Profession
- Banking / Finance
- Industry
- Finance
- Job Period
- Immediate Start - Flexible End
- Location Name
- Beach Road, Singapore
- Address
- Beach Rd, Singapore
- Map
- Company Profile
APEX Elevation Partners is a group of advisor representatives that specialise in providing tailor-made solutions for our clients. We represent 90 trusted financial partners and are committed to our client-centric philosophy. We believe that every client deserves not just the best advice, but also the most ideal advisory experience tailored to suit them.
- Job Description
Wealth Management Personal Assistant
Career Job Scope
-Clients Financial Portfolio Summary Compilation
-Policy Illustration Comparison
-Clients Portfolio Recommendation
-Clients Details Compilation
-Arrange Annual Review with Clients
-Online Research Work
-Assistance in PowerPoint slides
-Form Filling / Data Entry
-Social Media Ads Prospects Follow Up
-Webinar Registration
Requirements
- Singaporeans or PRs only
- Above 18 Years of Age
- Someone who worked in Insurance/Finance/Investment Sector previously will be Preferred
- Candidates with No Experience are Welcome to Apply as well
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- Company:
APEX Elevation Partners - Designation:
Personal Assistant - Profession:
Banking / Finance - Industry:
Finance