Total 7 financial planner job vacancies in Sales / Marketing category in Singapore,SGP

We are looking for a Senior Actuary to join our growing Global Life Financial Solutions team for Asia Pacific, with a specialized focus on Structured Solutions. This role is pivotal in driving our business, which encompasses innovative reinsurance solutions with risk transfer for PartnerRe’s Life and Health.  

The role provides the opportunity for exposure to a wide variety of products and innovative reinsurance solutions in diverse Asia Pacific markets. The candidate will be expected to make a significant contribution to the development of our Global Life Financial Solutions team, and the wider enhancement of PartnerRe’s Life & Health propositions. 

About the role:

Your core mission is to strategically develop and price Structured Solutions whilst supporting new capital motivated solutions to grow PartnerRe’s revenue in the Asia Pacific region.

Additional responsibilities to include:

• Develop and price reinsurance solutions that faciliate risk transfer, specifically tailored for in-force portfolio transfers.
• Technical development of pricing tools to analyze risk and profitability of life reinsurance solutions.
• Contribute to the deal execution involving responding to RFPs, negotiating terms with clients, and prepare internal approval reports
• Develop a high profile within L&H APAC business establishing regular contact with stakeholders and decision makers.
• Build strong rapport, trust and credibility with the team and corporate functions to continue to support to continue to improve the streamlining of deal approvals whilst having the right controls.
• Working on other ad-hoc projects as required

About this job:

We are looking for a senior actuary to join our growing Global Life Financial Solutions team for Asia Pacific.  This team is responsible for all financial solutions business globally for Life and Health. 

The role provides the opportunity for exposure to a wide variety of products and innovative reinsurance solutions in diverse Asia Pacific markets. The candidate will be expected to make a significant contribution to the development of our Global Life Financial Solutions team, and the wider enhancement of PartnerRe’s Life & Health propositions. 

Your mission is to develop and price financial solutions transactions whilst supporting new product development to grow PartnerRe’s revenue in the Asia Pacific region.

Additional responsibilities to include:

• Develop, structure and market appropriate reinsurance solutions encompassing accounting, regulatory and economic risk-transfer aspects
• Technical development of pricing tools to analyze risk and profitability of life reinsurance solutions.
• Contribute to the deal execution involving responding to RFPs, negotiating terms with clients, and prepare internal approval reports
• Work with the Client Partners, APAC CEO and APAC Financial Solutions Lead to broaden client contacts and client base in Asia Pacific region
• Develop a high profile within L&H APAC business establishing regular contact with stakeholders and decision makers.
• Build strong rapport, trust and credibility with the team and corporate functions to continue to support an increase delegation to the FinSol organization to continue to improve the streamlining of deal approvals whilst having the right controls.
• Support as required the promotion of PartnerRe’s expertise through targeted marketing efforts, supporting client visits and externally representing and promoting PartnerRe's capabilities.
• Working on other ad-hoc projects as required

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today! Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients. Work alongside Market Head on team matters. Provide administrative and client service support to Relationship Managers servicing Private Banking clients. Respond to all client enquiries and instructions and provide resolution to most issues and requests. Monitor transactions and activities in client accounts Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials. Coordinate with Product Groups, Operations and other functional areas as necessary Ensure adherence to internal and external regulations and policies at all times' Qualifications Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions Bachelor degree or diploma holder Strong understanding of financial products and services Excellent interpersonal, communication and client interfacing skills Meticulous, strong attention to details Strong Microsoft office skills - specifically in Powerpoint and Excel Possess future oriented mindset, strive to innovate and adapt to changes Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments Ability to thrive in a fast paced environment and remain empathetic, passionate and resilien Preferably CACS certified Chinese proficiency is required as this role is required to deal with Chinese clients

Primary Details Time Type: Full time Worker Type: Employee Responsible for servicing all customers to achieve the objectives assigned to the team according to the Company's business plans. Primary Responsibilities Events support, vendor and intermediary management Manage the event planning process and work closely with our vendor during the planning process to manage every aspect of the event Maintain product, system and process knowledge Attend relevant product and skill courses and passing on relevant points to other staff Ensure timely communication with relevant stakeholders in respect to processing queries Develop good working relationships with all internal customers and stakeholders Complete other administrative duties as required including reports generation Maintain data in relevant computer systems and other databases Preferred Competencies/Skills Computer literacy such as Microsoft office Good communication and interpersonal skills Customer-oriented, well organized and a good team player Preferred Education Specifics Tertiary graduate Preferred Experience Relevant working experience in administrative support / customer service function, preferably in General Insurance companies. QBE Cultural DNA Everything we do at QBE is underpinned by our DNA (which interlinks seven cultural elements) - because we know it's not just what we do that matters, it's how we do it that makes the difference. We expect all employees to role model and inspire the right behaviours that link to our cultural elements: We are customer-focused We are technical experts We are inclusive We are fast-paced We are courageous We are accountable We are a team All employees are expected to adhere to QBE's Code of Ethics and Conduct and apply sound risk management practices US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.

Core Functions & Responsibilities: Identifying and assessing investment opportunities in companies spanning several sub-sectors and across capital structures Performing deal evaluation, due diligence, industry / company analysis and financial modeling Monitoring market trends and closely tracking existing portfolio assets to support investment / divestment making decisions Constantly developing and renewing industry / sector knowledge as well as macro and regulatory changes Portfolio management including closely tracking performance, evaluating our stake, potentially working on value creation opportunities or deep dives on the company or broader industry Establishing and cultivating relationships with companies, corporate partners and other relevant institutions. Qualifications & Capabilities: Bachelor's degree, preferably in Finance, Accounting, Economics or Engineering 1-2 years working experience with a top-tier private equity, investment bank, corporate finance, M&A, consultancy or research firm High level of interpersonal and communication skills Able to work well within diverse teams and deal with multiple stakeholders Desire to develop / maintain relationships with intermediaries and relevant institutions Self-starter with a proven ability to manage multiple priorities and to work independently Familiar with use of appropriate electronic data sources (e.g. Bloomberg, Factiva, Cap IQ etc).

You will:  Create solutions to meet financial needs and goals Furnish clients with appropriate information for them to make informed decisions Assist clients with claims and provide clarifications on their policies Provide relevant market insights Benefits $1.5k - $5k monthly allowance and benefits* Candidates with management & sales experience: $4k - $10k monthly allowance & benefits* Flexible schedule & WFH opportunities Company & agency sponsored incentive trips* Career progression to management* Option to explore specializations: Estate & planning, Retirement Specialist, Corporate insurance and more. Talk to us for more information!   Requirements Candidates must possess at least: Candidates must be at least 21 years old, Singaporeans preferred A full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification Diploma awarded by a Polytechnic in Singapore, or any other academic qualification which is equivalent to the above qualification     *Terms & Conditions apply. Commissions & Incentives are payable based on individual performance. 106/18May23 TAGROUP A GROUP OF AGENCY UNITS OF PRUDENTIAL ASSURANCE COMPANY SINGAPORE (PTE) LTD REG. NO 199002477Z       eFC_Slot

Join our esteemed team as a Senior Consultant specializing in Financial Markets and Private Banking Transformation, where you'll spearhead strategic initiatives to optimize operations and drive innovation within the sector. This role offers a unique opportunity to leverage your expertise in project management and transformation to deliver impactful solutions for our clients.

Key Responsibilities:

• Collaborate with clients in the financial markets and private banking sector to assess current practices, identify areas for improvement, and develop transformative strategies to enhance performance and competitiveness.
• Lead project teams in the definition of Target Operating Models (TOM) and process improvement initiatives, guiding the development and implementation of strategic frameworks to optimize operational efficiency and effectiveness.
• Conduct thorough analysis of market dynamics, regulatory requirements, and industry trends, providing actionable insights and recommendations to drive strategic transformation initiatives.
• Lead project teams in the implementation of transformational initiatives, including process reengineering, technology adoption, and organizational restructuring, ensuring alignment with client objectives and timelines.
• Provide expert guidance and support in financial market operations, private banking services, and wealth management strategies, contributing to the success of client projects.
• Develop and deliver high-quality presentations, reports, and recommendations to senior management and stakeholders, effectively communicating complex concepts and transformation strategies.
• Act as a trusted advisor to clients, building strong relationships and fostering collaboration to drive successful project outcomes and business transformation efforts.