Total 58 job vacancies by Aia Singapore Private Limited

Bridge the gap between data and customer engagement by integrating insights from all touchpoint’s interactions. Develop strategies and recommendations through insightful data analytics for improvement of process and for better projection to drive business performance.

Responsibilities:

• Analysis of servicing touchpoints interactions and service requests from various source systems to identify trends, patterns, meaningful insights and findings that would help improve performance.
• Use of data analysis to accurately forecast volume and identify resource requirement, optimizing workforce management strategies.
• Employ data storytelling to weave business performance narratives and work with key business owners to identify opportunities or close gaps
• Validate the data points in the data warehouse in ensuring data integrity.
• Develop, automate and streamline management reporting to monitor key business metrics
• Handle ad hoc requests, discern trends and business needs, and recommend sustainable solutions.
• Provide guidance to junior staff.

Requirements:

• University Degree with at least 8 years of experience in FI or insurance industry, managing inhouse / outsourced contact centre is preferred.
• Determined, resourceful and results oriented individual with proven track record in driving and achieving results.
• Strong Excel and Powerpoint skills having the ability to communicate strong business story-telling skills
• Analytical skills; Able to collect, organize, analyse, and interpret large datasets.
• Interpersonal skills: Energetic and enthusiastic, able to engage and collaborate with all stakeholders / employees in the company.
• Enjoys working in a dynamic and fast paced environment.

Job Description

Primarily responsible for business development which includes achieving his/her location’s
Key Result Areas (KRAs) as determined by Agency Management

· Responsible for overseeing the success of his/her location’s sales activities and
managing the overall production numbers together with his/her SDOA.

· Strategic and Operational Alignment. Roll out strategic plans of company to agency
force and align agency leader’s goals and expectations accordingly. To minimize the
gap between management and agency force.

· Driving the company’s key initiatives and growth by working together with the SDOA
to strategize and plan for location sales activities and programs

· Develop positive business relationships with relationship with assigned agency
groups and internal stakeholders.

· Liaise with Operational teams for underwriting, after sales supports.

Job Requirements

· Education – Degree Holder Experience

· Preferably with at least 3 years working experience in relevant industry.

· Sales experiences in insurance/investment sales is preferred

· Certifications/licenses – CMFAS M5, M9, M9A, HI Special skills preferred

· Microsoft Office, particularly in Excel, Word & PowerPoint

· Excellent communication and interpersonal skills with the ability to multi-task

· Sharp business acumen, adaptable and team player

REGULATORY COMPLIANCE

i) Provide ongoing compliance advisory and support to business functions on various business initiatives, in order to ensure that the business is compliant with existing and new regulations.

ii) Conduct gap assessments on new regulatory developments, liaise with the various business functions to ensure new regulatory requirements are properly implemented, identified gaps are closely monitored to ensure adherence to regulatory requirements.

iii) Ensure regulatory compliance registers are kept up to date and timely certified by Senior Management, regulatory obligations are effectively embedded into business, monitor and ensure proper remediation of any lapses noted.

REGULATORY LIAISON:

i) Liaise with key regulators and industry associations to ensure that their requests and queries are promptly addressed. Facilitate engagement sessions with key regulators to ensure AIAS’ relationship with key regulators are well managed.

ii) Review and provide adequate challenge to the business functions on responses to regulators to ensure the Company’s responses are accurate, consistent and of good quality.

iii) Assist in reporting requirements to regulators, Group, Board of Directors, senior management, and other stakeholders as required.

OTHER RESPONSIBILITIES:

· Provide necessary mentoring and coaching to upskill fellow team members.

Financial Measures

1) To prevent fines and penalties imposed by regulators for non-compliance of regulations

Non-Financial Measures

1. Implement regulatory requirements at local level by effectively communicating requirements to relevant departments/staff, identifying gaps, implement action plan to mitigate gaps and provide the necessary training.

2. Provides prompt compliance advice when handling queries.

3. Complete gap assessments with business functions within stipulated timeline. Ensure new requirements are properly and timely implemented by business.

4. Timely reporting to regulatory /statutory bodies. Prompt escalation of issues or potential delays to management.

5. All other responsibilities and duties assigned by manager are completed within stipulated deadlines.

COMMUNICATION REQUIREMENTS:

INTERNAL

· Regular engagement with relevant stakeholders regarding compliance-related issues/concerns/matters/queries.

· Periodic reporting (if required) and handling requests from Group.

· Engagement with Senior Management on important regulatory issues.

EXTERNAL

MAS, LIA, GIA, CPFB

REQUIREMENTS:

• Bachelor Degree (or degree equivalent) with emphasis on accountancy, business/ business administration/ business management/business studies, insurance or law.
• At least 6 years’ relevant experience, preferably in the financial services industry, focusing on market conduct regulatory compliance for retail customers and liaison with MAS.
• LOMA, CMFAS papers will be an added advantage.

SKILLS:

• Team player
• Good understanding of the Financial Advisers Act 2001 and its subsidiary legislations, guidelines and relevant industry association’s memos and the application to retail business.
• Liaison, relationship building and communication skills e.g. mediation.
• Building trust and credibility with Key Regulators by responding in an accurate, timely and concise manner.
• Project management
• Presentation skills

Job Responsibilities

• To ensure operational effectiveness and efficiency within reconciliation and to alert management to any control weakness and appropriate actions required on a timely basis.
• To understand and review existing end-to-end operational processes to identify inefficiencies and possible improvements & liaise with various internal and external parties to implement.
• To assist the manager in proper documentation of key processes, workflows and controls in reconciliation.
• To assist in design, preparation and automation of management and analysis reports
• To be SME for reconciliation system and particularly to ensure transactions are uploaded into systems timely and completely.
• To assist in performing reconciliation of various balance sheet accounts. Ensure all reconciling items are properly explained, followed-up and closed within reasonable timeline.
• To ensure all transaction are properly accounted for in timely manner as well as ensuring all reconciling items are properly explained, follow-up and closed within reasonable timeline.
• To participate in ad-hoc projects and tasks as and when assigned.

Requirements

• Minimum 2 years of finance operations within the financial industry
• Possess a Bachelor Degree in Accountancy or Finance

Roles and Responsibilities:

• Work closely with the distribution channels and other support units to coordinate the EDD case management and ensure relevant supporting documents or alternatives evidence as obtained are acceptable within the internal framework requirements.

• For analyst that support the onboarding of the high net worth (“HNW”) and offshore business segments, to work closely with the AML Consultant and act as the SME in managing the end-to-end support for the NB onboarding. This will include conducting the relevant EDD review, SOF and SOW corroborations in line with the regulatory requirements and internal SOP.

• Managing and review the alerts resolutions arising from name screening / transaction monitoring / customer risk scoring systems and liaise with other functional units (e.g. Life Operations) for necessary investigation and follow-up actions. This include prepare the required EDD review accordingly and seek senior management approval.

• Conduct investigation into suspicious activities and prepare suspicious transaction report for timely filing to STRO.

• Assist in the annual HRC periodic review and trigger event reviews (such as but not limited to absolute assignment, policy loan application, 3rd party payor review) in accordance with the applicable AML/CFT policies / guidelines / SOPs.

• Maintain accurate regular review, risk assessment, trigger event review and enhanced due diligence records.

• Assist with the implementation of automated AML systems in regard to UAT, data gathering where required.

• Assist in preparation of the AML/CTF related management reports.

• Carry out other ad-hoc tasks or projects as assigned.

• Exercise diligence in delivering quality work and strong commitment to agreed timeline.

Requirements:

➢ Bachelor’s Degree and a relevant industry qualification in AML/CFT e.g. ICA, ACAMS.

➢ 2 to 5 years of experience in a financial crime compliance role within the insurance industry

➢ Strong knowledge of the applicable regulations and guidelines on AML/CFT e.g. MAS Notice 314, TSOFA

➢ Sound understanding of insurance operations and the financial crime risks and controls relating to AML and Sanctions.

➢ Appreciation of the changing trends and typologies relating to AML/CFT.

➢ Ability to multi-task and take on high volume of workload with aggressive timelines.

➢ Attention to details in investigation of alerts and reviewing customers’ profiles.

➢ Intermediate knowledge of Excel i.e. formula, macro, VBA is a plus.

➢ Familiar with AS400 system and Nice Actimize platform

Job Responsibilities:

· Transform the BU Investment (Asset Owner) sub-function for AIAS to enable the next generation analytics and solutioning through implementing new analytics modules, measuring, monitoring and reporting in the new investment system.

· Design the internal analytics and monitoring reporting from Asset Owner perspective to enable strategic discussions to enhance competitiveness of our insurance product as well as new product development.

· Support the company wide strategic asset allocation and tactical asset allocation process to optimize investment outcome and enhance asset and lability management

· Lead the implementation of investment analytics/monitoring and reporting system in AIA Singapore

· Act as the subject matter expert of investment performance analysis and portfolio analytics to support management reporting and performance attribution

· Co-lead the annual strategic planning exercise for assets and investment division for the planned period

· Drive better investment performances through regular and frequent discussions and reviews with external fund managers including AIAIM, focusing to ensure investment requirements are met and risk-adjusted investment returns are optimized

· Enhance the management information reporting to all committees such as Investment Committee (IC), EXCO, Product committee, as well as AIA SG Board meeting based on the information provided by external asset managers and Group Centres of Excellence.

· Set mandates and benchmarks for all the Company’s Investment portfolios and monitor execution of all mandates to ensure adherences to all MAS as well as internal limits and investment requirements

· Provide analytics of investment solutions to enhance risk adjusted returns and optimize asset and liability positions to support insurance product development

· Facilitate investment governance and control including monitoring SAA/TAA, investment risk limits, investment/portfolio mandate monitoring and all internal control assessment

· Facilitate monthly investment sign-off to support month-end closing and regular regulatory filing to external parties and regulators

· Responsible for portfolio analytics to support performance measurement and review against benchmarks, investment solutioning and investment analysis.

· Perform gap / impact analysis relating to AIA Investment Governance Framework updates and regulatory notices to ensure the Company’s smooth transition to the new requirements

· Work with Group Investment Middle Office/Legal & Governance to enhance and improve the investment system infrastructure to enable more comprehensive analysis.

· Share the responsibility of ensuring the adherence to AIA Investment Governance Framework, while strengthening the control environment (as 1st Line of defense) and to facilitate the governance, risk and compliance culture, together with 2nd and 3rd Line of defense at AIA Singapore

Requirements:

· At least a bachelor's degree in business administration, finance, financial engineering, data analytics, statistics, math, economics or actuarial science. Masters degrees and/or additional professional qualifications such as CFA preferred.

· Collaborative, communicative, and strong team player is a must.

· Passion of the investment and capital market area is a must

· Minimum of 10 years of relevant experience in the Investment or Insurance industry. Additional investment performance reporting / risk analysis experience will be an advantage

· Knowledge on regulatory and economic capital metrics, investment management

· Strong critical thinking and analytical skills; accuracy and detail orientated; excellent communication skills; able to articulate and verbalise thoughts, ideas and reasoning

· Familiar with Aladdin, Bloomberg PORT/AIM and MS office application.

· Highly self-motivated with ability to multi-task.

The position is responsible for supporting the Business Underwriting and Portfolio team in Corporate Solutions division. Responsibilities include pricing for group insurance policies, product development, portfolio management and benefit advisory to clients and intermediaries to support the divisions overall business strategic and financial goals.

The role holder will liaise with internal stakeholders including Senior Management, Finance, Actuarial and Group Office. External stakeholders include intermediaries, reinsurers, industry associations and regulators.

Responsibilities:

Pricing and Product Development

• Determine pricing for employee benefits insurance products in accordance with the company’s underwriting standards, with the objective to minimize excess risks and maximize profits and retention. This includes regular review and monitoring to ensure portfolio profitability remains in line with best estimate assumptions.
• Developing new products and enhancements to existing products in line with company’s product standards. This includes refreshing pricing assumptions, pricing tools and conducting regular experience analysis.

Management Reporting

• Ensure timely and accurate submission of management reports. This includes internal reports for decision making by local and group management, and regulatory and industry reports submitted to MAS / LIA.
• Perform analysis on financial indicators and performance metrics and provide inputs for business and strategy planning

Tableau Dashboards

• Develop and maintain Tableau dashboards that provide quality management information to support business monitoring, decision-making and business strategy

Reinsurance Management and Administration

• Ensure timely and accurate submission of reports for reinsurance and pool administration, including preparing regulatory and industry reports to internal and external stakeholders
• Assist in the review, negotiation, and analysis of reinsurance treaties
• Support the review of treaty documentation and ensure adherence to Group guideline

Requirements:

• Education – Bachelor’s degree in Actuarial Studies / Business or Data Analytics / Mathematics & Statistics
• Experience – 2 to 7 years of working experience in Actuarial / Group Insurance (Employee Benefits) / Data analytics / Management reporting / Other business support functions involved in working with large and complex datasets
• Certifications – Professional actuarial qualification from a recognized international actuarial body with good progress towards qualification.
• Proficient with Microsoft Office (Word, Excel, Powerpoint, Access)
• Proficient with SQL and at least one programming language
• Experience with BI tools, e.g. Tableau, Quickview, Power BI, etc.
• Meticulous and detail-oriented
• Strong analytical and problem-solving skills
• Able to work both independently and within a team
• Able to effectively manage multiple projects and priorities within tight timelines

Roles and Responsibilities:

· Contribute actively and drive key enterprise strategic projects by leading certain strategic initiatives and ensuring that the overall project objectives are met.

· Support the review of special strategic projects or opportunities that arise, e.g. including but not limited to, strategic partnerships, or other inorganic growth strategy.

· Monitor the progress of the key strategic initiatives as part of the regular updates provided to EXCO.

· Support the strategic planning process, lead collaboration with various divisions to ensure quality and timeliness of their submissions, including preparation of materials to facilitate reviews by senior management team and enable clear communication of the Strategic Plan.

· Work closely with various divisions, and support the senior management on the necessary business performance analysis to enable meaningful discussion and formulation of strategic initiatives by EXCO.

· Keep abreast of key market trends, risks and opportunities.

· Perform in-depth competitor analysis, industry benchmarking and research for timely periodic communication to EXCO and Group

· Support the preparation of communication materials on the business performance highlights for the company that will be used for various purposes, such as results announcement, staff and agency events.

Financial and Non-Financial Measures:

Financial

· Company VONB, OPAT

Non-Financial

· Timeliness of completion of deliverables

· Effective stakeholder management

· Process improvements

· Effective problem solving through self and/or with teams

Communication Requirements

· Communication requirements will span 1 to 1 and one to many, and all levels within the organisation including the EXCO

· Internal Colleagues

· External Stakeholders/Vendors

Minimum Job Requirements:

· Degree in Finance or Actuarial or other related professional qualification

· Minimum 10 years of financial management / strategic planning experience and a proven successful track record, ideally in a high growth business environment

· Possess an in-depth understanding of the financial field, demonstrated experience in budget and profitability management

· Strong understanding of insurance business management, ideally in the management of non-financial functions such as product development, operations or distribution

· Able to work independently and in a team, as well as being proactive and constantly striving for excellence

· Able to communicate and influence effectively with individuals and teams at all levels of the organisation and with external stakeholders

· Proficient in Microsoft Excel and PowerPoint

Responsibilities:

• Support and collaborate with Sales location team (SDOAs/BDMs) to achieve business goals by conducting district engagement, training the BDMs and provide data and insights that will enhance the overall Agency and FA experiences

• Drive and manage various initiatives and strategic partnership to increase active agent and sales productivity. This includes Life in Group and Worksite Marketing, lead generation activities for districts, etc.

• Support division as business user representative for Digital Tools that increases active agents and sale productivities

• Support enterprise objective of holistic financial planning, new agent acquisition and training.

• Build and maintain effective partnerships with leaders, key stakeholders and internal team within BIO to manage change and drive initiatives

• Provide regular communication and updates to senior management and various stakeholders and problem-solve issues as they arise.

End to End Project Execution: Initiatives / Projects as defined are implemented as per schedule timeline and budget to drive the following financial Metric:

1) New Business Sales, measure in VONB, ANP

2) Activity, measured in Active New Agent, Active Existing Agent, Activity Ratio, Management of GOE

3) Manpower, measured in Total Inforce, New Agent.

Assigned project to drive long term improvements.

Requirements:

• Bachelor’s degree holder with 5-7 years’ experience in insurance or financial industry. Experiences in agency management and sales essential. Other experiences in business planning, implementation and transformation programmes is valuable.

• Entrepreneurial experience is valued.

• Proven and demonstrable ability in applying business intelligence to drive on the ground execution of sales initiatives.

• Able to thrive in a fast paced, highly challenging environment

• Knowledge of analytic and IT application is helpful.

• Team player who is detailed and deadline oriented, with a strong work ethic

• Flexible, able to work in a dynamic environment and across cultures

• Excellent verbal and written communications skills (English)

• Strong and effective interpersonal skills

• Strong project management skills to deliver transformation programmes on time.

The incumbent’s main responsibilities are supporting the team on Capital and ALM deliverables and initiatives.

Responsibilities:

• Support monthly and quarterly regulatory and internal valuation functions.

• Support on Capital and Asset-Liabilities Management initiatives.

• Assist in the review and setting of strategic asset allocation.

• Support the running of regular Asset-Liabilities Committee meetings

• Support the enhancement of working tools for business requirements.

• Timely and accurate submission of internal and regulatory reports.

• Adhere with internal and regulatory requirements.

• Participate in ad-hoc work or projects

Requirements:

• 2-5 years of actuarial working experience.

• Good progress in actuarial exams from a recognised international actuarial body

• Strong communication and interpersonal skills

• Excellent technical, analytical and problem-solving skills.

Job Description:

• Design and implement frameworks, policies and processes to enhance the management of AIAS' operational risks.

• Support the Operational Risk Committee (ORC) in its objective in ensuring that policies, frameworks and programs are implemented appropriately.

• Work closely with all departments to identify, evaluate and monitor key operational risks.

• Develop program to foster and sustain an effective risk culture/risk assessment within the organization.

• Conduct incident investigation and work with various stakeholders to ensure incidents are managed and reported in a timely manner.

• Review and support first line departments on outsourcing matters, including assessment of outsourcing arrangement and due diligence exercise.

• Maintain and support risk-related management systems.

• Support and participate in the implementation of risk-related projects/initiative.

Requirements:

• At least 6 years' experience in insurance or relevant consulting and/or auditing

• Excellent and hands on experience in operational risk management frameworks, methodologies & tools, risk and control assessments

• Possesses a strong risk and control management mindset, constantly paying attention to details and have ability to perform deep-dive investigation

• Knowledge/experience in Technology Risk and Information Security Risk would be a plus

• Possesses a positive attitude and an excellent teammate who is also able to work independently

• Strong interpersonal, analytical, communication and presentation skills

This position is responsible for valuation, financial condition assessment and other analysis needed to support the business.

Job scope:

Embark on a fulfilling role as an Actuarial Analyst in the Appointed Actuary Department, supporting General Insurance reporting, meeting regulatory requirements, and contributing to key department projects.

WHAT YOU’LL BE DOING

• Prepare and present statutory and regulatory reports with in-dept analysis and clear, concise explanations of the results.
• Optimise and streamline processes for general insurance reporting analytics, implementing improvements while maintaining robust controls and documentation.
• Contribute to project management functions, ensuring seamless support for the annual bonus communication exercise.
• Assist with the Prophet modelling project aimed at enhancing inforce management of Par Fund.

YOU WILL HAVE

• A minimum of a Bachelor’s degree in in Actuarial Science or an equivalent field, with up to 1 year of experience in actuarial work.
• Demonstrated progress in actuarial professional exams.
• Strong communication and stakeholder management skills.
• Willingness to step outside your comfort zone and take on new challenges.
• Basic proficiency in Microsoft Office (Excel, Word) is preferred.
• Knowledge of Prophet is a highly desirable.

Overall, this position is responsible for expense budget and reporting functions within the organization. This role involves managing the preparing, analysis and reporting of expense budgets, as well as ensuring compliance with financial policies and procedures.

Roles and Responsibilities:

Expense Budget Preparation:

· Collaborates with various departments to gather budget inputs and provide financial guidance.

· Ensures expense budget aligns with the organization’s goals and objectives

Expense Monitoring and Analysis

· Responsible for monitoring actual expenses against budget, identifying variances and analyzing reasons behind them.

· Ensures expenditures align within budget constraints and are within approved limits

· Provides insights and recommendations to senior management

· Prepare for analytical review for financial closing

· Provide GOE insights to all departments on expense control oversight.

· Prepare financial analysis for ad-hoc presentation decks

Financial Reporting

· Coordinate Expense Study exercise for Expense allocation and expense deferability

· Facilitate quarterly expense study exercise and allocation of expenses between lines of businesses

· Prepare expense breakdowns for annual MAS reports

· Business Process Owner of Cost Centre Accounting under SA

Financial and Non-Financial Measures:

· Ensure timely and quality submission of budget submission deliverables and management reports to senior management.

Communication Requirements

· Internal (90%) - For budget preparation, communication with all HODs and EXCO required for understanding budget basis in order to prepare budget submission. Extensive internal communications required from all departments, in order to explain financial results. Business-minded with a management focus and able to build trusted strategic partnership relationships with heads of business functions, senior management and Group Office to provide support from a business perspective. Strategic-minded and able to consider the wider picture in complex situations by linking disparate information and taking an abstract or long-term perspective. Ability to build rapport in engaging and yet challenge manner to partner with and offer support to heads of business functions to manage their costs

· External (10%) – Discussion with auditors on financial performance

Requirements:

· Education – Bachelor of Accountancy

· Experience – 5 years’ experience in Insurance industry

· Certifications/licenses – Certified Public Accountant

· Special skills – Understanding of IFRS, SFRS and MAS Regulations, good communication skills, and report writing skills.

Job Description

• Design and implement frameworks, policies and processes to enhance the management of AIAS' operational risks.
• Support the Operational Risk Committee (ORC) in its objective in ensuring that policies, frameworks and programs are implemented appropriately.
• Work closely with all departments to identify, evaluate and monitor key operational risks.
• Develop program to foster and sustain an effective risk culture/risk assessment within the organization.
• Conduct incident investigation and work with various stakeholders to ensure incidents are managed and reported in a timely manner.
• Review and support first line departments on outsourcing matters, including assessment of outsourcing arrangement and due diligence exercise.
• Maintain and support risk-related management systems.
• Support and participate in the implementation of risk-related projects/initiative.

Requirements

• At least 6 years' experience in insurance or relevant consulting and/or auditing
• Excellent and hands on experience in operational risk management frameworks, methodologies & tools, risk and control assessments
• Possesses a strong risk and control management mindset, constantly paying attention to details and have ability to perform deep-dive investigation
• Knowledge/experience in Technology Risk and Information Security Risk would be a plus
• Possesses a positive attitude and an excellent teammate who is also able to work independently
• Strong interpersonal, analytical, communication and presentation skills

Responsible for assisting in monthly closing of AIA Singapore and other AIA related entities

Responsible for assisting in preparation of periodic quarter-end and annual preparation of group closing templates, MAS returns and SFRS financial statements as well as investment accounting

Responsibilities:

• Monthly Closing for Singapore and related entities

- Complete monthly closing

• Balance Sheet Reconciliation

• Quarterly / annual closing

Group closing templates: To assist in preparation of the IFRS templates

MAS returns: To assist in preparation of the returns together with analysis

SFRS financial statements: To assist in preparation of the financial statements together with analysis

• Year end audit

- To assist in preparation of audit schedule and replying audit queries

• Investment accounting

Requirements:

• Education – Degree in Accounting / Finance

• Experience – 2 to 3 years in financial reporting or audit

• Other skills – Microsoft Excel, SAP

Possessing up-to-date knowledge on AIA finance and accounting processes, terminology, workflows, system functionalities, parameters and interfaces, finance operations and data analysis
Support senior Finance partners to identify and drive the successful delivery of new improvement initiatives

Job Description

• Possess up-to-date knowledge on AIA finance and accounting processes, terminology, workflows, system functionalities, parameters and interfaces, finance operations and data analysis
• Effectively engage finance collaborators and gain credibility to influence decision makers
• Participate and actively listen during workshops/ interviews to understand key messages
• Proactively research standard processes and evaluate suggested technical solutions against business requirements to propose most effective solutions
• Quality assurance approach in reviewing system and testing related outputs to ensure accuracy
• Result oriented with a sense of urgency to follow up with project-related matters to resolution and proactively report any concerns or unresolved issues that may lead to service interruption or project delays
• Review daily system reconciliation results
• Perform investigation and resolution for finance systems related is

Requirements

• Possess 2 years of experience handling finance system projects within the insurance industry
• Minimum Bachelor Degree or equivalent is preferred
• Good interpersonal and communication skills
• Able to work in the fast pace environment

Responsible to provide operational support to distribution channel(s) to ensure smooth execution of the sales process

Responsibilities:

1. Managing and review all 3rdparty Tie-up & Leads Generation activities.

• Review 3rd Party Tie-up & Leads Generation Business Proposal submitted by organizing leaders.
• To conduct due diligence check for all 3rd party tie-up.

2. Conduct monitoring on introducer sales and marketing activities

· To utilise platform to conduct social media monitoring on introducers and districts sales and marketing activities.

· To identify any unapproved marketing materials and escalate for further follow up.

3. Reviewing of collaterals and marketing materials

· Ensure that the marketing materials are in accordance to the Company’s checklist and requirement.

· To work with other internal stakeholders to conduct review of marketing materials and ensure review completed within the TAT.

· To issue approval code once all internal stakeholders’ queries has been completed.

4. Managing and support engaging of Appointment Setting Officer and matters pertaining to CPF Medisave Liabilities

· Review application and sent for screening before seeking approval on the engagement of Appointment Setting Officers.

· Liaise with IT for request of new logger / Spidergate enable phone / retrieval account.

· Maintain register for audit purposes.

· Liaise with CPF Board, provide in-force listing on monthly basis for computation of Medisave Liabilities

• Review defaulter list provided by CPF Board, prepare letters and communicate to location sales teams to follow up
• Liaise with Finance Department for deduction of Medisave Liabilities

5. Managing and Support Application for Span of Control Deviation for Tied Distribution

• Review application received, sent for screening to ensure meeting the requirement before seeking approval
• Conduct annual assessment on SOC Deviation to ensure that they continue to adhere to the prescribed standards of deviation.

6. Ad-hoc Tasks

To assist in any other ad-hoc projects that requires Department’s involvement

Requirements:

• Education – Tertiary education
• Experience – At least 2 to 5 years of experience in life insurance industry
• Familiar with MAS’ Financial Advisers Act (FAA), relevant notices, regulations, and guidelines; LIA Guidelines, Product Knowledge and Company’s procedures and process will be an added advantage.
• Communication skills, Problem Solving skills, Influencing skills, Strategic Thinking, Coaching, Presentation skills and Facilitation skills.
• Proficient in Microsoft Application (E.g. Excel-Vlookup)

Job Description:

· Work directly with 1 of the company's C-level Executives to support all aspects of their daily work routine, keeping the advised of time-sensitive and priority issues, ensuring appropriate follow-up.

· Maintain the Executives’ calendars, including scheduling meetings, appointments, speaking engagements, global travel arrangements and expenses report. Exercise discretion in committing time and evaluating needs.

· Act as focal person for company events, staff onboarding, offboarding, Business Contingency Plan (BCP) coordinator and visitors/guests

· Receive, screen and direct incoming enquiries, visitors, mail and email with tact and diplomacy, as required.

· Exercise confidentiality, tact and diplomacy in supporting the executives.

· Organize division/ department/ external events, meetings, townhalls and provide administrative support to the Corporate Solutions teams.

· Participate in the development and implementation of secretarial standards, policies, and practices for the organization.

· Project management support for new initiatives.

· Other additional and/or alternative duties in any way to support the EXCO members.

Requirements:

· Minimum 10 years prior experience in supporting a senior executive/ management of multi-national organizations and fast-paced environment.

· A detail-oriented self-starter with excellent written and verbal communication skills.

· Someone who exhibits sound judgment with excellent organization and time-management skills.

· Resourceful, can-do attitude, a team player capable of cultivating productive working relationships

· Proficient in Microsoft Office, Outlook, Teams, as well as internet search.

· Excellent stakeholder management skills and communication skills.

· Familiar with digital platforms such as internet, social media and have a sense of different sources of information.

· Positive thinking and a collaborative mindset.

Job Description:

50% of time is spent on this role:

· Plan, organize and manage Tied Distribution events to motivate, reward and support TD. Events include recognition events, meetings, seminars and incentive trips. Events should be successfully executed to ensure that the agents will want to attend subsequently and for events that requires qualification, the agents should be motivated to continue to qualify annually on a recurring basis.

· Provide marketing support for TD challenges and initiatives. This include ensuring timely delivery of the sales & marketing collaterals and ensure eDMs are sent out promptly to promote the events. To work with in-house graphic designer on eDMs as much as possible to reduce design costs.

· To continuously learn and adapt to the new technological tools required e.g sharepoint to store and use the iKNOW site and FB Group to promote events.

· Support team mates on bigger scale events such as Annual Agency Awards, Recognition Microsite, Studio Photo Shoot and filming or as required.

· Other responsibilities include organizing ad-hoc events, if required.

40% of time is spent on this role

· Pre-administrative work such as TPM, liaising with security, technology, compliance, risk, procurement & legal is required when appointing vendors.

· Sourcing, evaluating and appointing external service providers such as emcs, production houses, vendors, photographers, videographers, creative agencies for event set up, logistical issues, etc. E.g backdrop, av equipment, public liabilities insurance, photo shoot, banquet set up. Ensure that the vendors meet the expectation set up in the requirements and are accountable to the deliverables of the event needed. This involves getting quotations and raising tenders, if required.

10% of time is spent on this role

· Raising purchase orders, complete goods received on Ariba.

· Compile, close and review the event expenses. To track each events expense and work within the budget given. Follow up with credit and debit, if required and non-cash incentives to be submitted to finance

Requirements:

· Education – Diploma, Degree or equivalent

· Experience – 2 to 3 years experience in marketing, events planning and social media marketing is an advantage

· Certifications/licenses – Experience or background in the insurance industry is preferred

· Proficient in MS Office: MS Word, Advance Excel (V-Lookup is a plus especially for registration / rsvp purposes, budgetary & mail merging). Basic powerpoint to do presentations. Knowledge of using MS sharepoint and basic video filming is an advantage.

· Character: Meticulous, proactive, resourceful with problem solving skills. Pleasant and good natured. A team player

· Overseas travel may be required for the job

Responsible for managing all design projects from concept to delivery. To create visual concepts using computer software or by hand (mock up for cards), develop and execute creative visual concepts for print and digital media to communicate ideas that motivate, inspire, inform and captivate the target audience (Tied Distribution or TD – Agency and Financial Advisers or FA), so as to meet TD targets and business growth.

To develop and executive the overall layout and production design for applications such as e-magazines, e-direct mailers (edms) and e-banners

Responsibilities:

1. To provide graphic design including conceptualising design of graphic related materials, product visuals, mock ups, finished artwork and design layout for all TD events, including incentive trips, annual agency awards and Clubs Rewards:

· Edms and e-invites

· Editing of photos

· Certificates, luggage tags, collar pins, name badges, publicity posters, vouchers, namecards, forms, pull up banners, lanyards & tyveks.

· E-magazines and publicity posters

· Microsite layout, design and website banners

· LED panel static page.

· FB Group gamification characters

· Jewellery concept and design, if required e.g Superstar pins

· Stage design backdrops, if required

· FB Group: creation of gamification characters

2. To provide graphic design support to departments such as Marketing, HR, and Ops with editing of logos, festive banners, FSC contract forms and booklet.

3. Support TD with design related work for ad-hoc events.

4. Other responsibilities include providing support to the team such as being on duty at the annual awards, pinnacle and centurion dinner and superstar lunch backstage for the prize award presentation or other duties.

Communication Requirements:

Internal:

· Agency Force and FA

· Inter Departments

External:

· 3rd party service providers such as creative agencies, printers, design houses, advertising agencies

Requirements:

1. Education –Applied Arts, Graphic Design, Design Communication

2. Experience – 3 years of experience in doing graphic designing.

3. Basic knowledge of Adobe application softwares, such as Photoshop, Illustrator, InDesign software (windows and apple)

4. Proficient in English Character: Meticulous, proactive, resourceful with problem solving skills. Pleasant and good natured.

5. A team player

To support team lead for insurance policy related payment processing; ensuring all transactions are processed timely and accurately and accounted for appropriately; liaising with relevant parties internally, banks, operational issues resolutions; assist in the process change, new initiative and implementation including user-acceptance testing.

Job Description:

• Ensure timely and accurate daily payment processing for policy related payments.
• Ensure all payments are processed and completed within the agreed SLA.
• Assist the Manager to ensure sound financial controls and operations efficiency.
• Liaise with various departments within AIA and banks on all insurance operation payment related transactional matters.
• Alert /escalate for any control weakness to the Manager.
• Assist in preparation of monthly payment statistical reports.
• Participate in ad-hoc projects as and when assigned.
• Regular clearing of long outstanding payable items and unreconciled bank open items.
• Perform quarterly balance sheet reconciliation. Follow up to ensure all transactions are accounted for. Investigate long aged items and exposed items for resolution.
• Key relationships other than those within reporting lines - All departments within AIA and external stakeholders eg Banks. All communication is expected to be able to communicate in a professional manner to both internal and external parties from time to time, based on factual events.

Requirements

· Education: Min. Diploma with emphasis on accountancy or finance

· Experience: Fresh graduates to 2 years of working experience in Finance department. More experienced candidates can be considered for more senior positions.

· Good interpersonal and communication (both verbal and written skills.

· Proficient in Microsoft Word, Excel and SAP

· Excellent team player and good work attitude.

· Meticulous and pay attention to details.

· Highly adaptable and ability to work under pressure

Job Responsibilities

• To ensure operational effectiveness and efficiency within reconciliation and to alert management to any control weakness and appropriate actions required on a timely basis.
• To understand and review existing end-to-end operational processes to identify inefficiencies and possible improvements & liaise with various internal and external parties to implement.
• To assist the manager in proper documentation of key processes, workflows and controls in reconciliation.
• To assist in design, preparation and automation of management and analysis reports
• To be SME for reconciliation system and particularly to ensure transactions are uploaded into systems timely and completely.
• To assist in performing reconciliation of various balance sheet accounts. Ensure all reconciling items are properly explained, followed-up and closed within reasonable timeline.
• To ensure all transaction are properly accounted for in timely manner as well as ensuring all reconciling items are properly explained, follow-up and closed within reasonable timeline.
• To participate in ad-hoc projects and tasks as and when assigned.

Requirements

• Minimum 2 years of finance operations within the financial industry
• Possess a Bachelor Degree in Accountancy or Finance

Objective

Manage compliance with regulatory rules focusing on MAS requirements on governance, culture and conduct as well as data protection and PDPC rules on data privacy

Manage the regulatory liaison with the relevant regulatory bodies where applicable

Collaborate with business units to foster a positive compliance and governance culture through effective compliance awareness, engagement, advisory and preventive programs.

Serve as a point of contact to provide advice, guidance and support to business units and business development in the Right Way.

Roles and Responsibilities:

Data Privacy

• Support the team in providing oversight, guidance and ongoing advisory to the business functions to ensure compliance with the Personal Data Protection Act (PDPA) requirements and obligations.
• Provide PDPA training to key stakeholders as required.
• Monitor compliance with PDPA requirements and conduct review of processes/controls and testing where required.
• Maintain oversight on DNC/PDPA breaches and remediation.
• Proactively foster a positive risk culture within the Company by raising awareness and implementing data privacy initiatives

Governance, Culture & Conduct

• Support the team in providing oversight, guidance and ongoing advisory to the business functions to ensure compliance with the Monetary Authority of Singapore (MAS) requirements and obligations relating to governance, culture and conduct.
• Provide relevant training to key stakeholders as required.
• Monitor compliance with the relevant requirements and conduct review of processes/controls and testing where required.
• Proactively foster a positive risk culture within the Company by raising awareness and implementing governance, culture & conduct initiatives

Communication

Internal Stakeholders

• Regular engagement with relevant stakeholders regarding governance, culture & conduct, data privacy -related issues/concerns/matters/queries.
• Periodic reporting and handling requests from Group.
• Engagement with Senior Management on important regulatory issues.

External Stakeholders

• MAS, PDPC
• Auditors: Managing and handling external auditors in relation to relevant audit findings and/or queries.

Requirements:

· Bachelor’s degree with 2 to 5 years’ working experience, preferably in the financial services industry, focusing on governance, culture & conduct, data privacy issues including external liaison with regulators.

• Working knowledge of governance, culture & conduct, or data privacy matters.
• Professional Certificate in internal controls/Practitioner Certificate in Personal Data Protection will be an added advantage.
• Team player
• Liaison, relationship building and communication skills e.g. mediation.
• Building trust and credibility with Key Regulators by responding in an accurate, timely and concise manner.
• Project management, presentation and training skills

· Corporate Income Tax (Brunei)

· Proactively manage the tax risks of the Singapore segment

· Ensure all tax compliance requirements are accurately and promptly met.

· Prepare and maintain tax records, returns, reports, and other tax related materials

· Recommend alternative tax treatments to alleviate tax burden and devise legal means to minimise tax liability using thorough knowledge of tax laws and regulations.

· Conduct research and analysis of existing and upcoming tax legislation to support AIA's tax planning and tax strategy

· Tax accounting including deferred tax.

· Prepare tax journal entries.

· Prepare monthly & quarterly group reporting tax template and balance sheet reconciliation

· Withholding tax and GST submission

· Assist in BEPS project

· Meet the deadline set by Group, Statutory Requirement and management

· Coordinate with key stakeholders, Tax consultant and Tax Office with regards to ECI and ITR income tax filing.

· Highlight any tax issues for escalation to group office on timely manner.

· Actively work with auditors and external consultants (if any) during annual audit/projects

REQUIREMENTS:

· A Degree in Accounting and/or professional qualification

· At least 8 years’ experience on Corporate Income Tax experience.

· Experience with taxation of insurance companies is a plus.

· Certifications/licenses – CPA and/or SIATP

· Special skills – Knowledge of Singapore tax rules and regulation

Join us as Events Management and Marketing support!

Provide positive Events & Marketing Sales support in Tower office and to liaise with various internal and external parties on behalf of S&M Broking/ Direct & LIG team

As a part of the AIA Corporate Solutions Division, the LIG Campaign Manager will be involved in the creation of worksite/virtual customer events/digital marketing campaigns for AIA Broking/Direct/IFA channel to cross-sell Life Insurance to existing insured members of corporate insurance base. This role will also handle an independent group of health and wellness vendors under AIA Flagship employee engagement program “AIA Workwell” to ensure its viability and relevance to the Employee Benefits market. In summary, the candidate will be responsible to develop, monitor and implement growth strategies for Life in Group business to achieve exponential growth.

Events Management

• Plan, co-ordinate and implement Broking/Direct & LIG events from venue sourcing and related logistics planning.
• Development of proposals and detailed plans to support the technical aspect for the events.
• Planning and implementing with the events to increase positive rapports with Business Partners.
• Leads formal pre-event and post-event meetings for average to large-sized assigned groups.
• Proposed recommended automation solutions i.e.: Automation in LIG Wellness programs bookings
• Vendor Management (LIG Activities)
• Conceptualize and prepare event proposals customized to individual event and to ensure that its within budget & cost.
• Ensure that all vendors quotations and event proposals are presented accurately & effectively within company’s compliance policy.

Supporting and Coordinating with the Sales & Marketing Function

• Handle LIG activities such as responding to Broking/Direct & LIG business partners’ enquiries and to analyse and/or convert into data and monthly sales analytics.
• To co-ordinate, implement & attend sales & operations training service where required
• Handle data and system entry for quotations
• Manage sales quotation activities log, sales reporting & summary
• Review communication materials, deck, implementation timeline etc.
• Co-ordination of weekly billing, renewal growth and BD sales summary
• Assist BDMs on quotation and placement of New Business
• Liaise with both internal & external parties to achieve positive results

Responsibilities

• Able to work under pressure in a dynamic and fast-paced environment.
• Provide excellent admin and operational support for Broking/Direct & LIG teams.
• Liaise with relevant parties to ensure timely deliverance and coordination of projects and tasks.
• Review and propose new ideas to improve the event planning and implementation process to benefit the teams.
• Plan, co-ordinate, monitor and implement all events and activities independently and quick response on site to resolve any issue.
• Responsible in creating digital communication materials and coordinating with external vendors in video production, i.e.: Digital Marketing (eDMs, Employees’ Enrolment email, etc.)
• Any other appropriate duties and responsibilities as assigned.

Requirements:

• At least Diploma holder / A Levels
• Minimum 1 year experience in events management and marketing suppo
• Excellent Microsoft Office skills (Excel etc)
• Excellent PowerPoint skills
• Effective & good communication and interpersonal skills
• Great team mate and flexible to support Broking and Direct team wherever required
• Motivated and strong commitment to team’s success
• Meticulous, efficient, and positive attitude
• Able to handle dateline pressures and intense workload
• Potential to convert to a permanent CRM/ BD executive role