Job Descriptions:

• Grow HNW business by providing suitable wealth management solutions to HNW clients, including insurance and investment
• Partner with the WM professionals in Singapore office to offer alternative solutions to clients focusing in Singapore insurance and funds
• Actively bonding with clients through phone, social platform and meeting in person (including travelling to China)
• Conduct regular financial reviews and offer suitable portfolio advice
• Comply with full compliance with internal guidelines and external regulatory bodies

Requirements:

• Minimum 3 years experiences in wealth management managing HNW business, preferably from financial firms or wealth management nature
• Degree holder in Finance-related disciplines with SFC Type 1 license and Insurance Authority license (IIQE Paper 1,3 & 5)
• Good knowledge in both insurance and investment including equities, funds and bonds
• Sales-oriented with good relationship building and customer service skills
• Excellent communication skills in Mandarin and English
• Occasional travelling is required

Job Descriptions:

• Grow HNW business by partnering with the sales channels from China, with a main focus in offering Singapore products e.g. insurance and funds
• Identify business opportunities and follow through sales process with both internal and external parties
• Support channels in meeting with clients as required and provide suitable advice on products offering and business process
• Explore new sales channels to further achieve channel business objectives
• Maintain a good business relationship with the sales channels and support in overall account management works

Requirements:

• Degree holder in business related disciplines with minimum 3 years of experience from insurance industry in developing channel business and HNW business
• Good knowledge in Singapore markets/products e.g. insurance and funds
• Holder of relevant insurance qualifications e.g. IIQE Paper 1, 3 & 5
• Excellent customer services skills with good presentation and communications skills
• Good command of both spoken and written English and Mandarin

Job Descriptions:

• Prepare sales commission calculation, sales revenue calculation and reconciliation
• Prepare MIS report, sales report and trading report and involve in various projects and other ad-hoc analysis and reports as required
• Collaborate with IT to develop and operate new business analytics using data warehouse, and work closely with Marketing, Products, Finance and Operations to ensure that analytics is providing accurate and timely performance tracking
• Assist in ad-hoc assignments

Requirements:

• Degree holder in Accountancy/Economics/Finance and any related disciplines
• Minimum 2 years of relevant experience in insurance/analytical industry is preferred
• Good command of spoken and written English & Chinese, including Mandarin
• Multi-tasking, initiative, analytical and strong numeric sense and detail-minded
• Excellent interpersonal, communication and presentation skills
• Team player and able to work independently with minimum supervision
• Strong organisational skills and the ability to prioritize under pressure
• Proficient in MS Office, especially Excel
• Candidates with more relevant experiences will be considered as Assistant Manager