Para Planner Công ty TNHH Dịch vụ KAV Việt Nam TP.HCM    Tài chính - Ngân hàng

Mô tả

-You will work as part of a team providing unparalleled support to the Advisers based in Australia in a series of complex financial transactions such as superannuation, insurance, investment and retirement planning
-Coordinate and document client meetings/administration
-Maintain Financial Planning database
-Assist with the day to day management of clients
-Liaise with external providers to ensure seamless workflows are achieved
Preparation and management of client implementation paperwork for new business and reviews

Yêu cầu

-Degree qualified in Financial related areas, ie. Business, Commerce, Finance, Accounting
-Foreign education and work experience preferred
-Excellent Microsoft Office skills required
-Excellent English communication skills - Written & Verbal
-Ability to work autonomously whilst contributing positively to the team
-High attention to detail, ability to multi-task, a sense of accountability and an eagerness to learn and support the growth of the advice business
-Professional telephone manner and writing skills

Phúc lợi

-Salary: Negotiable based on candidate's experience and other bonus
- Healthcare & Insurance per Labor Code as Law
- Annual company trip and company parties in the year
- 14 days annual leave per year
- Working in English professional environment and friendly

Số lượng

2   Người

Mức lương

Thoả thuận

Thời gian làm việc

Toàn thời gian

Hạn nộp


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Công ty TNHH Dịch vụ KAV Việt Nam

  • 11B Hồng Hà, Phường 2, Ho Chi Minh City, Vietnam


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