Apex Private Wealth Management is a group of advisor representatives representing PIAS that specialises in providing customised solutions for our clients. At APEX, we are committed to our client-centric philosophy. We believe that for every client, everyone deserves not just the best advice, but also the most ideal advisory experience. With the widest range of products and services, we specialise in creating the custom solutions for every individual clients. You are unique, so should your Financial Plan.
Every of our advisors has been thoroughly trained on all aspects of financial planning. Working with Apex allows you to tap onto our expertise, from investments to retirement planning. Our insistence on quality advice ensures only the best for our clients.
As well as advising our clients on wealth management strategies, Apex also conducts public and corporate educational seminars on a whole array of wealth and financial matters. We have conducted over 300 seminars and corporate talks on a yearly basis, with the aim to spread the knowledge on financial planning . Popular topics include Retirement Planning , Investment Portfolio Construction, Market Outlooks, Risk Management Strategies, Estate planning etc. You’re certainly welcomed to join us at our monthly in- house talks!
The general duties of a Business Development & Administration Intern:
1) Contacting companies to arrange for corporate lunch talks
2) Contacting potential candidates for sales appointments
3) Compiling a database of client contact details for webinars and seminars, and liaising for various client related events
4) upholding and maintaining social media strategies and social media assets
5) general administrative duties involving data entry, as well as use of in-house applications
6) Any other duties
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Apex Wealth Management - Designation:
Business Development Admin - Profession:
Admin / Secretarial - Industry:
Finance - Location:
Rochor