|Location||Chinatown / Tanjong Pagar, Singapore|
|Date Posted||April 3, 2020|
Accounting and Finance
|Send Resume email@example.com|
|Salary||$1600 - $3500|
Financial Management Trainee (Estate Planning) location Chinatown / Tanjong Pagar, Central. Job Type Full-Time. Company Name PAG Advisory. Education Level Diploma.
Monthly Income $1600 - $3500. Fun and Dynamic Working Environment. Location Shenton Way.
Job scope assisting the agency with client retention and confidence. Assisting the agency with agency projects. Assisting personnel with clients' financial needs analysis and financial planning. Assisting personnel to meet monthly sales targets. Engage prospects through multiple channels to generate new sales leads. Produce detailed proposals and presentation materials for client pitching.
Understand and identify the client's financial shortfall and recommend solutions. Maintain client relationships by providing support and information. To recommend new opportunities and improvements. Always on top of industry trends, market activities, and competitors so as to identify new opportunities
Requirements strong management and communication skills. Computer savvy and proficient in PowerPoint presentations. IT Knowledge required. Excellent salesmanship and networking skills.
What we’re looking for in you ability to convey information clearly and analyze customer requirements as needed to help customers make buying decisions. Highly energetic, positive attitude with the ability to take initiative. At least have a min of local diploma in any field of studies.