Responsibilities:
- Provide pre-transaction quality-checking support to Financial Advisory groups’ new business (life insurance and investments)
- Checking if their form-filling meets the minimum standards and requirements
- Checking if their basis of recommendation is accurate and meets the prescribedstandards
- Provide effective training to Financial Advisorygroups to raise standards in their form-filling and basis of recommendations according to guidance from the Company
- Any other duties that may be assigned
Requirements:
- Minimum Diploma or A level qualifications
- Must be proficient in Microsoft Office: Word and Excel
- Must be meticulous and have eye for details in documentation
- Able to work independently as well as in ateam
- Prior Compliance or BSC experience is anadvantage
Benefits:
- Working together with a team
- Group Employee benefits
- Enjoy a fair work- life balance
- Monday to Friday 9.00am to 6.00pm working hours
We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and GroupEmployee Benefits. We also offer a variety of products and services that are ofbest value and best suited for our clients’ total financial needs.
We are looking for a Quality Checker to provide the support required to ensure thesmooth running of the business. The role requires someone who is meticulous with keen attention to details, and will be with some team support.