What You'll Be Doing
1) Financial Analysis :
- Understanding the in-depth financial assessmentsmanage risks, grow their businesses, and achieve financial goals.
- Learning the financial planning in areas such as retirement, education, and investments.
- Assess how developments in their life might affect their financial plans.
2) Human Resource :
- Interview & Onboarding: Assist in sourcing and interview of potential candidate and process onboarding of new staff.
- Travel Arrangements: Assist in booking travel and accommodation for employees and management, ensuring all arrangements are made efficiently.
- Pantry and Lunch Arrangements: Assist in managing pantry supplies, organizing company lunches, and ensuring a comfortable break environment for employees.
3) Project Management :
- Organize of Campaigns, Roadshowsalong with mentors guidance.
- Monitor the progress of deliverable, ensuring adherence to deadlines, and flagging discrepancies or delays.
- Collaborate with cross-functional teams to address challenges and provide updates on project status, ensuring smooth progress and timely resolution of any concerns.
4) Business Development :
- Sourcing for new collaboration opportunity in open market
- Handling Clients Seminars & Webinars for Clients Engagements
- Support the implementation of effective relationship management strategies
- Contribute to the development of reports and analysis to inform business decisions
- Collaborate with cross-functional teams to deliver seamless client experiences
What We're Looking For
- Passion for the Banking & Financial Services industry and a desire to learn
- Strong communication and interpersonal skills to effectively engage with clients
- Attention to detail and the ability to multitask in a fast-paced environment
- Collaborative mindset and ability to work effectively in a team
- Relevant academic background or coursework in Account & Relationship Management
