At SWA, we safeguard our clients’ wealth and health. We are passionate about tailoring solutions for our clients to achieve their financial goals. SWA cultivates our consultants to be self-driven individuals who serve from the heart. We provide a suite of personalised financial advisory products and services. On top of leading our team to become competently skilled professionals, we empower our consultants to be independent in their personal growth. Our key strength is in maintaining a climate of optimism and vibrancy, where every member is supportive of each other’s endeavors. SWA believes that every individual has the potential to excel in their own ways, if given the appropriate guidance and opportunities. As you embark on your learning journey with us, we are excited to see you shine.
(SWA is a member of Starr Epic Advisory group. https://starrepicadvisory.com/)
Job Role:
- Provide quality customer service support to clients by assisting them on their queries
- Preparation of clients' proposals and collation of data and statistics.
- Manage and execute day-to-day office operations and supervise and guide juniors e.g. intern
- Administrative support for events and special projects
- Creation of campaign materials and electronic mailers
- Other administrative support duties that may arise
Requirements:
- ITE, GCE 'A' Level or Polytechnic Diploma graduate
- Service oriented and enjoys building rapport with clients
- Proactive and able to multi-task in an organised manner
- Resourceful, reliable and an independent administrator
- Strong interpersonal & communication skills
- Proficient in English as well as in Chinese for communication with Chinese speaking clients. Will be an added advantage if can also converse in basic Malay to assist Malay speaking clients.
- Keen learner, self-driven and task oriented
- Tech-savvy and proficient in Microsoft, Google Suite
(Starting salary will commensurate with qualifications and working experience)
Related Job Searches:
- Company:
Starr Wealth Advisory - Designation:
Executive (Financial Services) - Profession:
Banking / Finance - Industry:
Finance - Location:
Downtown Core