Administrative Executive

· Manage reception function and incoming calls from main line

· Responsible for day-to-day admin support functions

· Supports office and employee activities

· Oversees office cleanliness and maintenance

Finance Executive

· Take charge of the finance functions

· Work with Accountant to fulfil finance/accounting duties

· Undertake the collection of payments

· Undertake to produce and deliver accurate monthly invoices

· Process monthly and annual budget

· Undertake any other admin duties that may be assigned from time to time

Wealth Manager

Our clients require Wealth Managers capable of understanding their financial situations and recommending the most appropriate solutions. A typical day as a Wealth Manager is likely to be as such:

· Review clients’ financial circumstances and understanding their financial goals

· Analyse information and customize plans to suit clients

· Conduct risk analysis of financial portfolios

· Research the marketplace and design financial strategies

· Conduct monthly portfolio valuation review meetings

Human Resource Executive

· Responsible for providing key admin support to the higher management

· Payroll functions including staff records (medical leave, annual leave, etc)

· Coordinate interview arrangements and conduct interviews if necessary

· Conduct induction program for new colleagues

· Assist in arranging trainings for fellow colleagues

· Help to organize company functions

· Other ad hoc duties as assigned

Telemarketer

· Fulfilment of sales targets and campaign KPIs

· Responsible to maintain excellent quality calls to prospects

· Delivery of the defined customer experience in every call