Client Service Executive

Who We Are Looking For:

• A Personal Assistant with interest to provide support within a financial planning environment.
• Someone who is passionate about being highly organized and providing support to our clients.
• A person eager to use their amazing support skills to make an impact in a growth-focused organization.
• Capable user of social media/digital marketing platforms.

Key Responsibilities:

• Supporting administrative role to our Wealth Management Consultants.
• Appointing, preparing for, and coordinating all business meetings.
• Servicing & transaction of client enquiries and post-sales follow-up.
• Involvement in digital marketing to aid business development and recruitment activities.