Singlife is a leading homegrown financial services company offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.
In addition to a comprehensive suite of insurance plans, employee benefits, partnerships with financial adviser channels and bancassurance, Singlife offers investment and advisory solutions through its GROW with Singlife platform. It also offers the Singlife Account, a mobile-first insurance savings plan.
Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.
First announced in September 2020 and valued at S$3.2 billion, the merger of Aviva Singapore and Singlife was the largest insurance deal in Singapore then and created one of the largest homegrown financial services companies in the republic.
Key Responsibilities:
- Conduct product due diligence and research of investment products, analyse and provide recommendations for High Conviction Lists
- Responsible for the management of Model Portfolio and its performance as part of the team’s effort
- Take ownership and maintenance of the Approved Product List
- Conduct presentations, trainings and educational programmes for Advisors
- Liaise with other stakeholders such as the Compliance to ensure regulatory requirements are met relating the above functional activities comply with regulatory requirements
- Complete any other ad-hoc tasks/projects in a timely manner with enthusiasm and dedication as required
Key Decisions within the Role
- Investment Products onboarding, High Conviction List and Model Portfolio recommendations
Requirements
Experience
- Have an understanding or work experience in Investments preferably with a bank or a financial advisory firm in a sales advisory or research role.
- Analytical, detailed and have good understanding of economics and research material
- Good understanding of regulatory requirements
- Good oral and written presentation skills
Education
- Degree in Finance/ Economics/ Investments or equivalent
- CFA, CFP certifications will be advantageous
- Minimum 2 years in the financial industry
Stakeholders
External:
- Customers: FA firms and its advisor networks
- Fund Houses
- Liaison: GROW with Singlife and iFAST
Internal:
- Compliance, Training and Business Support Teams
If you find yourself able to demonstrate the criteria above, apply with us now. We look forward to your application.
