Sales & Client Engagement: Building and nurturing client relationships, providing bespoke wealth protection/accumulation solutions, and managing a pipeline of prospects.
Operational Support: Processing customer orders, preparing quotations, and performing data entry for sales and finance operations.
Finance & Compliance: Supporting bank reconciliation, expense tracking, and ensuring compliance with regulatory bodies like the Monetary Authority of Singapore (MAS).
Data & Reporting: Maintaining accurate financial records and generating reports on sales data.
