APEX Elevation Partners is a group of advisor representatives that specialise in providing tailor-made solutions for our clients. We represent 90 trusted financial partners and are committed to our client-centric philosophy. We believe that every client deserves not just the best advice, but also the most ideal advisory experience tailored to suit them.
-Financial Article Reading
-Financial Marketing Visuals
-Conceptualizing Financial Videos
-Clients Financial Portfolio Summary Compilation
-Product Analysis Comparison
-Clients Portfolio Recommendation
-Clients Details Compilation
-Arrange Annual Review with Clients
-Follow-Up Calls
-Online Research Work
-Assistance in PowerPoint slides
-Form Filling / Data Entry
-Linkedin Management
-Social Media Outreach
-Social Media Ads Management
-Events Registration
-Email Client Engagement
-Client Gifts Ideas
Requirements
- Singaporeans or PRs only
- Above 18 Years of Age
- Salary will be dependent on capabilities of the individual, and can be incremental
- Someone who worked in Insurance/Finance/Investment Sector previously will be Preferred
- Candidates with No Experience are Welcome to Apply as well
Related Job Searches:
- Company:
Apex Elevation Partners - Designation:
Wealth Management Personal Assistant - Profession:
Admin / Secretarial - Industry:
Finance - Location:
Rochor