Job Description
At
Phillip Securities
, we're growing one of the most dynamic Financial Advisory and Trading Representative forces in Singapore. To support this growth, we're looking for a
Productivity Executive
to help drive business initiatives, raise productivity, and build a highly competent advisory salesforce. Job Description: Plan and execute business activities, projects, sales campaigns, and roadshows to boost performance Work with the Training team to plan trainings and monthly meetings for Representatives Partner with product providers to design campaigns, product bundling, and strategic initiatives Enhance platforms like CRM so our sales teams can leverage technology for greater efficiency and client service
What we're looking for: Degree holder with relevant certifications (M5, M6, M8, M9, HI) Solid knowledge of FAA, MAS Notices, and industry guidelines Experience in Life Insurance, Financial Advisory, or Banking is a plus Professional qualifications (AFP, CFP, ChFC, CFA) a...
Phillip Securities
, we're growing one of the most dynamic Financial Advisory and Trading Representative forces in Singapore. To support this growth, we're looking for a
Productivity Executive
to help drive business initiatives, raise productivity, and build a highly competent advisory salesforce. Job Description: Plan and execute business activities, projects, sales campaigns, and roadshows to boost performance Work with the Training team to plan trainings and monthly meetings for Representatives Partner with product providers to design campaigns, product bundling, and strategic initiatives Enhance platforms like CRM so our sales teams can leverage technology for greater efficiency and client service
What we're looking for: Degree holder with relevant certifications (M5, M6, M8, M9, HI) Solid knowledge of FAA, MAS Notices, and industry guidelines Experience in Life Insurance, Financial Advisory, or Banking is a plus Professional qualifications (AFP, CFP, ChFC, CFA) a...