Assistant In Financial Advisory Investment

  • Job Ref.No: 01174050
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 29/10/2021
  • Country: Singapore

Job Description

Assist the manager on:
• Processing client’s insurance and investment applications.
• Follow-up with clients and insurers or investment platforms on underwriting memos, payments, and other necessary documentation.
• Setting appointments with potential/existing clients
• Prepare documents for daily submission to insurer or investment platforms
• Consolidation of insurances and investment for clients and update insurance summary and investment report on a regular basis
• Assist the manager on other ad-hoc matters

Job Types:
• Full-time, Permanent

• $1,800 to $2,400 per month, subjected to relevant experience

Work hours
• 5 Day work week (office hours)
Job Requirement
Requirements/ Experiences:
• Diploma
• Meticulous and detail oriented
• Experience in Admin / Customer service preferred
• Able to service both Chinese and English speaking clients
• Proficient in Microsoft Office, especially in Microsoft Excel
• You have to be residing in Singapore with eligible documents/ Singapore PR

Working Location:
• Tanjong Pagar / Outram Park

Interested candidates may apply with the following details:
1. Updated resume
2. Current/ last drawn salary
3. Expected salary
4. Notice period

We regret to inform that only shortlisted candidates will be notified.

Please DO NOT provide your credit card details when applying for jobs.
Applicants are advised not to pay any upfront payment or any registration fee for the purpose of applying jobs.
This ad was updated on 29/09/2021 at does not charge any fee or take any commission for finding and applying jobs.
Something suspicious? Report this job

61+ Active Job Views