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

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

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

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