Mandarin Chinese
Calendar Management
Communication
Time Management
Problem-Solving
Microsoft Office Suite
Discretion
Organization
Travel Arrangements
Travel Arrangements
Executive Assistance
Quotation Preparation
Quantity Surveying
Cost Estimation
Construction Industry
Interior Design Industry
Client Relationship Management
Vendor Management
Project Coordination
Stakeholder Management
Follow-up Management
Multitasking
Adaptability
Work Under Pressure
Confidentiality
Social Media Content Support
Video Shooting / Content Creation
Outstation Travel
Negotiation
Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Manage the full recruitment lifecycle, from sourcing and screening to interviewing and offer negotiation, for a variety of roles within the company and for clients.
Develop and implement effective talent acquisition strategies to attract high-caliber candidates, utilizing various sourcing channels including job boards, social media, professional networks, and employee referrals.
Conduct thorough candidate screenings and interviews, assessing skills, experience, cultural fit, and motivation to ensure alignment with job requirements and company values....
Manage the full recruitment lifecycle, from sourcing and screening to interviewing and offer negotiation, for a variety of roles within the company and for clients.
Develop and implement effective talent acquisition strategies to attract high-caliber candidates, utilizing various sourcing channels including job boards, social media, professional networks, and employee referrals.
Conduct thorough candidate screenings and interviews, assessing skills, experience, cultural fit, and motivation to ensure alignment with job requirements and company values....
Manage the full recruitment lifecycle, from sourcing and screening to interviewing and offer negotiation, for a variety of roles within the company and for clients.
Develop and implement effective talent acquisition strategies to attract high-caliber candidates, utilizing various sourcing channels including job boards, social media, professional networks, and employee referrals.
Conduct thorough candidate screenings and interviews, assessing skills, experience, cultural fit, and motivation to ensure alignment with job requirements and company values....
Manage the full recruitment lifecycle, from sourcing and screening to interviewing and offer negotiation, for a variety of roles within the company and for clients.
Develop and implement effective talent acquisition strategies to attract high-caliber candidates, utilizing various sourcing channels including job boards, social media, professional networks, and employee referrals.
Conduct thorough candidate screenings and interviews, assessing skills, experience, cultural fit, and motivation to ensure alignment with job requirements and company values....
Manage the full recruitment lifecycle, from sourcing and screening to interviewing and offer negotiation, for a variety of roles within the company and for clients.
Develop and implement effective talent acquisition strategies to attract high-caliber candidates, utilizing various sourcing channels including job boards, social media, professional networks, and employee referrals.
Conduct thorough candidate screenings and interviews, assessing skills, experience, cultural fit, and motivation to ensure alignment with job requirements and company values....