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1. Business Development & Industry Engagement (Primary Function)
. Identify and develop new business opportunities to promote FPAS programmes, professional courses, certifications, and industry initiatives.
. Build and maintain relationships with corporate partners, financial institutions, training providers, academic institutions, and industry stakeholders.
. Conduct market research to identify emerging partnership opportunities, sponsorships, and professional development needs.
. Plan and coordinate seminars, workshops, roadshows, networking sessions, and other member engagement activities.
. Prepare presentations, proposals, and marketing materials to support outreach, partnership discussions, and promotional initiatives.
. Maintain accurate business development and stakeholder databases and track partnership activities and engagement outcomes.
. Support the continuous improvement of engagement strategies and reporting to the Executive Committee and CEO.
2. Accounts & Operational Support (Secondary Function)
. Provide support in financial administration, including invoice generation, payment processing, and membership subscription tracking.
. Maintain accurate accounts receivable and payable records, and assist with budgeting, reconciliation, and financial reporting.
. Coordinate with vendors and service providers on procurement and payment matters.
. Ensure proper documentation and compliance with internal controls, audit requirements, and governance standards.
. Support financial planning and reconciliation for FPAS programmes, events, and sponsorships.
3. Certification Administration Support (Support Function)
. Provide back-up support for the Certified Financial Planner (CFP) Certification Programme as needed.
. Assist in processing candidate applications, enrolments, renewals, and status updates.
. Maintain certification records, track deadlines, and ensure proper documentation.
. Coordinate basic certification-related communications, such as programme updates, examination notices, and renewal reminders.
. Support certification-related reporting or audits when required.
Job ID: 143952037