Our clients are seeking motivated and dynamic individuals to join our new business unit. This role is ideal for individuals who are passionate about personal growth through building a career in the finance industry. We are seeking for two Operations Analysts to provide operational support to International Wealth (IW) to ensure smooth execution of the sales processes.
Continuous on-the-job training is in place to support you! You will be working with leaders
and senior team members to understand client needs, provide support, and contribute to
overall client satisfaction and business growth

JOB REQUIREMENTS

• Degree or Diploma.
• Minimum 4 years of relevant working experience, preferably in Insurance Operations
• Related insurance qualifications, such as M5, M9, and LOMA, would be an advantage.
• Able to work independently and with a team in a dynamic environment.
• Meticulous, has an eye for detail
• Self-starter who constantly strives for excellence.
• Strong communication skills, proactive, good problem-solving skills
• Proficient in Microsoft Excel, PowerPoint, SharePoint, and other applications.

Perks & Benefits

• Competitive starting salary
• Annual Leave – Leave entitlement to support work-life balance

• Flexible Benefits – A Customizable benefits package to suit individual needs • Competitive Performance Bonus – Rewarding contributions and achievements

• Professional Development – Opportunities for career growth, training, and career development
• Supportive Work Environment – Collaborative and inclusive culture that values teamwork and innovation

**We regret that only shortlisted candidates will be notified. Your Profile will be kept in our database for more career opportunities.
We wish you all the best in your job search
EA personnel: Ong Ping Tiong
EA personnel Reg No: R25127323
EA License No: 24C256

• Liaise between the IW team and local internal parties to bridge operational disparity to support the business model of IW.
• Lead the reviews of Introducer agreements for its operational feasibility, partner key control parties (e.g., Legal, Compliance, etc) to ensure IWH’s processes /procedures adhere to government regulations and laws.
• Design and maintain the Introducers database and its continuous enhancements.
• Tracking and reporting of business activities, translating data into dashboards and scheduled reports to spot business trends and support business reviews.
• Support IW initiatives for process improvements, and participate in providing conceptualized feedback for the betterment of current processes.
• Accounting for all incoming moneys (commission and production credits) and execution of payments.
• Build and maintain communication materials/ EDM and operation manuals for workflows and guidelines.
• Supports IW customer experience through designing and delivering bespoke services. Own servicing-related matters (i.e., customer onboarding, annual review packs, ad-hoc servicing requests)