Key Responsibilities:

Sales Assistance:

• Help identify new business opportunities and generate leads through research and outreach.
• Participate in sales meetings, take notes, RFI/ RFP and follow up on action items.
• Learn and utilize the company’s CRM system to track client interactions and sales activities.
• Organise sales and marketing events to promote company solutions.
• Manage and expand the company’s social media presence by creating engaging content and maintaining active profiles.

Client Support:

• Assist in managing and maintaining relationships with existing clients.
• Respond to internal and external client inquiries, provide product/service information, and resolve issues in a timely manner.
• Support senior team members in preparing client presentations, proposals, and reports.

Account Coordination:

• Collaborate with internal teams (e.g., marketing, operations) to ensure smooth delivery of products/services to clients.
• Assist in preparing contracts, invoices, and other account-related documents.
• Monitor client accounts for satisfaction and identify opportunities for upselling or cross-selling.

Administrative Tasks:

• Maintain accurate and up-to-date records of client interactions and sales activities.
• Assist in organizing sales materials, presentations, and events.
• Perform other duties as assigned to support the sales team.
• Collaborate with and actively support the operations team to enhance sales operations and maximize operational efficiency.
• Undertake miscellaneous tasks within the team as necessary to support the smooth functioning of operations.

Qualifications

• Academic background from Economics, Finance, Bus Info System, Fintech or any other business related disciplines. GPA over 3.5 (out of 4.3 ) or equivalent
• Fresh undergraduate or postgraduate students are welcome to apply.
• Proficiency in English is mandatory, proficiency in Mandarin and Cantonese. (reading, writing, and speaking) is preferred due to the market focus
• Proficiency in G-Suite (Google Slides, Google Sheets, Google Docs)
• Strong working knowledge of Microsoft Office, JIRA, Confluence or similar tools will be a bonus.
• Interests to learn about and to collaborate with Finance institutions, Product Management, Project Management, Compliance, and Legal teams
• Self-starter, with a high level of motivation, dedicated, hardworking who can deliver on time under pressure with attention to details and quality standard.
• Candidates must be legally eligible to work in Singapore; visa sponsorship is not available for this role.

How to Apply:

If you are passionate about technology and eager to contribute to innovative solutions in the wealth management industry, we encourage you to send your application apply via talents@privetechologies.com.

Job Type: Full-time

Pay: $22,000.00 - $25,000.00 per month

Benefits:

• Additional leave
• Medical Insurance
• Paid sick time
• Paid time off

Work authorization:

• Hong Kong (Preferred)

Work Location: In person