Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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Lead creative direction for content and ads, owning headlines, scripts, and messaging across Instagram, TikTok, emails, and other digital/ATL platforms.
Develop high-impact content across the funnel, from brand awareness and product education to conversion and sales, always linking creative with performance goals.
Create and appear in short-form video content (e.g. Reels, TikTok, product explainers, street interviews, behind-the-scenes).
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Generate and qualify leads from internal and external lists including sourcing and developing client referrals to achieve acquisition goals;
Develop and schedule sales proposals and activities including calls to new potential and existing clients to ensure optimum pipeline generation ;
Ensure customer service satisfaction and good client relationships including client briefing and training and responding to sales enquiries by phone, email or in person;
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Lead end-to-end planning and execution of livestream sessions, including product selection, pricing, promotional mechanics, scripting, and flow management, ensuring seamless delivery aligned with campaign and sales targets.
Drive real-time performance optimization during livestreams by actively monitoring key metrics such as Gross Merchandise Value (GMV), conversion rate, traffic, and audience engagement, and making immediate adjustments to maximize outcomes.
Conduct thorough post-livestream performance analysis and translate findings into actionable improvements that continuously elevate execution quality.
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Manage accounts payable and receivable activities, including invoice processing, payments, collections, bank reconciliations, and maintaining accurate records.
Support tax, e-invoicing, audit, and regulatory compliance requirements while ensuring adherence to company policies and procedures.
Maintain accurate financial records and support month-end reporting activities.
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