- Date Listed
- 13 May 2023
- Experience Level
- Entry Level / Junior Executive, Experienced / Senior Executive
- Profession
- Admin / Secretarial
- Industry
- Finance
- Job Period
- Flexible Start, For At Least 6 Months
- Location Name
- Middle Road, GSM Building, Singapore
- Address
- 141 Middle Rd, Singapore 188976
- 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
-Financial Article Reading
-Financial Marketing Visuals
-Conceptualizing Financial Videos
-Clients Financial Portfolio Summary Compilation
-Product Analysis Comparison
-Clients Portfolio Recommendation
-Clients Details Compilation
-Arrange Annual Review with Clients
-Follow-Up Calls
-Online Research Work
-Assistance in PowerPoint slides
-Form Filling / Data Entry
-Linkedin Management
-Social Media Outreach
-Social Media Ads Management
-Events Registration
-Email Client Engagement
-Client Gifts Ideas
Requirements
- Singaporeans or PRs only
- Above 18 Years of Age
- Salary will be dependent on capabilities of the individual, and can be incremental
- 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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