The Employee shall be required to perform the following duties including but not limited to: 

1. Administrative duties such as data entry, filling, etc.  

2. Generating reports  

3. Creating presentation slides  

4. Designing marketing materials  

5. Appointment scheduling for consultants  

6. Preparing documents for clients  

7. Submission of forms and letters for consultants and clients  

8. Attendance at events, conferences, exhibitions, talks outside of office  

Level of Experience: Financial Advisory background is a plus