Sales and Admin Executive

Fresh graduates and mid-career switchers are warmly welcome to apply.

Comprehensive training will be provided, including Sales Essentials, soft skills development, and technology training to equip you with the right foundation. You’ll also be guided and mentored by senior leaders and industry experts throughout your journey with us.

Key Responsibilities

• Client Support & Servicing

  • Coordinate client appointments, prepare meeting materials, and assist with scheduling.
  • Maintain accurate client records, documents, and databases.
  • Handle routine client queries and follow-ups with professionalism.

• Administrative Duties

  • Manage correspondence (emails, calls, and messages) on behalf of the Financial Consultant.
  • Prepare reports, proposals, and presentations for client meetings.
  • Monitor deadlines and ensure compliance documents are filed accurately and on time.

• Operational Support

  • Track applications, policies, and financial product submissions to ensure timely processing.
  • Liaise with insurance providers, financial institutions, and internal teams to support transactions.
  • Assist in organizing seminars, workshops, or client engagement events.

Benefits:

• Competitive salary with bonuses awarded quarterly and at year-end for good performance.
• Opportunities for recognition awards, including international travel.
• Paid training, mentorship, industry certification, and hands-on experience to grow your career in wealth management.
• Access to advanced digital tools for flexible hybrid work
• Fast career progression to management within 2 years.

Job Requirements:

• Motivated and Ambitious individual with Strong Leadership qualities
• Passionate about wealth management, planning, and solutions
• Efficient in analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work on a flexible schedule that includes weekends
• Bachelor's degree or a Diploma from a local polytechnic