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.
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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APEX Elevation Partners - Designation:
Personal Assistant - Profession:
Banking / Finance - Industry:
Finance