CAREERS

By the end of the programme, the trainee is expected to be:

• Well-acquainted with the wealth planning process
• Skilled in applying various client acquisition techniques
• Proficient in developing and executing selected wealth strategies independently

High calibre trainees who have proven their mettle on the programme will be:

• Selected for full-time employment within the company
• Sponsored for a 1-1 life and career coaching session by a Certified Life Coach

Candidates applying for THIS POSITION must possess the following qualities:

• Enterprising and industrious individual with a desire to establish a professional career in wealth advisory and consulting
• Strategic thinker and problem solver with good interpersonal and relationship management skills
• Have the ability to communicate effectively; explain complex ideas/concepts to the layman with accuracy
• Have a positive mindset and good learning attitude
• Trustworthy and ethical
• Recent graduates (year 2019 or 2020) with a bachelor’s degree in any discipline are welcomed to apply

By the end of the programme, the trainee is expected to be:

• Investment – Investment Research, Operations and Communications
• Insurance – Insurance Research
• Technology – Technology Support and Data Management
• Compliance – Internal and MAS Compliance
• Operations – New Business, Distribution Services and Administration
• Marketing – Branding and Digital Marketing
• Finance – Company Financial and Management Accounting
• Training – Advisory and Product Training

Candidates applying for the traineeship programme must possess the following qualities:

• Solid written and verbal communication skills
• Detail-oriented and possess good aesthetic sense
• Desire to produce quality work
• Possess good time management skills
• Desire to undertake higher responsibilities
• Ability to work independently and with a team
• 3 years of relevant working experience preferred
• Bachelor’s degree in any discipline

Your Opportunities:

• Experience a variety of challenges and have plenty of opportunities to interact with management and senior executives who will help and guide you in your compliance career.
• Exposure to the various functions of the Compliance Department and opportunity to gain knowledge on local regulatory requirements.

Depending on the candidate’s experience, job duties include:

• Assist and conduct investigation on complaints (including PDPA breaches) and sales compliance issues in a thorough and fair manner. Compile investigation reports and take appropriate follow-up actions.
• Assist Head of Department in the various functions of Compliance to ensure smooth operations of the Compliance Department.
• Assist in compiling respective regulatory reports to senior management and regulator.
• Conduct training to business units and representatives on Compliance related matters.
• Draft notifications in line with regulations to provide guidance to the business unit.
• Provide advisory, guidance and support to business units on regulatory compliance matters.
• Review of marketing materials to ensure compliance with regulations.
• Maintain and review of internal policies and procedures to streamline processes to improve work efficiency.
• Provide guidance and support to business units on regulatory compliance matters.
• Oversee the BSC operations, including handling queries from representatives and regulatory reporting.
• Assist in adhoc duties and projects assigned by Head of Department.

Role and Responsibility:

• Manage and administer Microsoft Power Platform applications including Power Apps, Power Automate, and Power BI.
• Develop and implement RPA solutions to automate repetitive tasks and streamline business processes.
• Conduct training sessions and create documentation to empower users to effectively utilize IT resources.
• Collaborate with cross-functional teams to understand business requirements and implement IT solutions accordingly.
• Support IT project activities, such as functional workshop discussions, data migration preparation, end-user training, post-implementation support.
• Provide user support and troubleshooting for Microsoft 365 applications including Outlook, Teams, SharePoint, and OneDrive.
• Undertake ad-hoc tasks assigned by supervisor
• Adhere to SOP provided by the company