Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
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Deposit Invoice Issuance: Generate customer deposit advance invoices and perform payment verifications directly within the ERP system upon sales order approval.
E-Invoice Submission & Error Tracking: Submit individual e-invoices directly through the ERP system, track submission validation status, and promptly resolve any rejected submissions or transmission errors.
Customer Data Validation: Cross-check customer details—including Full Name (matching NRIC), IC Number, Billing Address, and TIN—prior to submission to ensure accuracy.
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Conduct business development to identify and secure new clients.
Connect HR PIC, Business Owners or Hiring Managers through proactive cold calling, email campaigns, social media (e.g. LinkedIn), referrals, and networking.
Identify client's hiring challenges, job requirements and the right talent needs.
...
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...
Conduct business development to identify and secure new clients.
Connect HR PIC, Business Owners or Hiring Managers through proactive cold calling, email campaigns, social media (e.g. LinkedIn), referrals, and networking.
Identify client's hiring challenges, job requirements and the right talent needs.
...