Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Executive & Administrative Support: Provide comprehensive administrative, calendar, and scheduling support to the Chief Financial Officer (CFO) and the wider Finance & Accounts Department.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Responsibilities: To lead monthly and campaign content strategy, setting content pillars, audiences, publishing priorities and performance goals; provide direction to the Media Executive and Graphic Designers through clear briefs, priorities, deadlines and quality standards; and approve outputs before release; plan digital support for membership campaigns, promotions, products, outlets and events, including schedules and post-campaign review; lead scripts, shoot lists, photo/video production, livestreams, on-camera support and final editing quality; plan, execute and optimise Meta advertising within approved budgets, tracking reach, engagement, traffic, registrations and sales; establish campaign tracking using Bitly, GA4 or other relevant tools and prepare monthly content and paid-media reports with recommendations; maintain brand and information accuracy across social media, print materials, app visuals, in-store TVs and outlet displays; manage KOLs and creative partners, develop SOPs/templates, maintain the media library and coordinate cross-department deliverables.
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;