Personal Assistant for a Financial Advisor

I am a financial and takaful advisor helping Malaysians in Singapore improve financial management by protecting income (life insurance), building emergency funds, and investing in unit trusts. My focus is short- and mid-term planning for those on permits/contracts to ensure financial preparedness.

I seek a proactive Personal Assistant to support client prospecting, outreach, and database management.

Responsibilities:

Research and identify potential clients.
Manage communication, schedules, and follow-ups.
Create a website, RUNsgd (Reserve, Utilise, Nurture Singapore Dollar), including a form to collect and organize client information.
Organize and track prospecting activities.