Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking a high calibre professional to join our team as a
We're excited to invite a motivated Senior Accountant and Financial Planner to join our dedicated team. You'll handle comprehensive accounting operations and strategic financial planning to help steer us toward our goals of growth and compliance. If you're someone who enjoys managing accounting tasks while leveraging the latest software tools, this role is perfect for you. You'll oversee accounting, tax, audit, and financial planning with minimal supervision, ensuring our financial strategies align with KidoCode's objectives.
Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
Engage in sales and marketing events. (参与销售和营销活动。)
Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进,例如:付款方式、计划变更、受托人任命、增加投资额等。)
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