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.

Key Responsibilities

Accounting Management ...

Communication Skill

Customer Relationship Management

Customize insurance packages to meet individual client needs and budget constraints.

Prepare and present quotes to clients, explaining coverage details and terms of policies.

Follow up with prospective clients to close sales and achieve monthly and annual sales targets. ...

Customize insurance packages to meet individual client needs and budget constraints.

Prepare and present quotes to clients, explaining coverage details and terms of policies.

Follow up with prospective clients to close sales and achieve monthly and annual sales targets. ...

Communication Skill

Strategic Prospecting Skill

Cold Calling ...

Expand market & clientele and contribute positively to achieve sales targets

Organising sales visits

Demonstrating and presenting products ...

Banking knowledge

Mortgage Sales

Personal loan sales ...

Maintain accurate client interaction records

Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;

Setting financial objectives, and developing and implementing strategies for achieving them;

Arranging to buy and sell unit trust funds for clients; ...