Roles & Responsibilities
JOB DESCRIPTION
- Support day-to-day business operations and client servicing activities
- Assist in preparing client proposals, presentations, and reports
- Coordinate with clients on project requirements and timelines
- Attend client meetings and provide administrative and follow-up support
- Monitor project progress and help ensure service quality is maintained
- Prepare documentation, meeting notes, and internal updates
- Collaborate with internal teams to ensure smooth execution of client deliverables
- Handle client enquiries via email, calls, or digital platforms professionally
- Contribute ideas to improve service workflows and client experience
JOB REQUIREMENTS
Minimum Diploma and aboveStrong communication and interpersonal skillsInterest in client management, operations, or business strategyDetail-oriented, reliable, and eager to learnAble to multitask and adapt in a fast-paced team settingEntry level candidates are welcome to apply, training will be providedEA License Number : 22C1278
Disclaimer :
By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore’s PDPA and used solely for recruitment purposes.
Tell employers what skills you have
Wealth Management
Aftersales
Financial Planning
Wealth
Administration
Interpreting
Communication Skills
Administrative Support
Team Player
Personal Development
Databases
Financial Services
Able To Work Independently