Company Overview

Our partner is a pan-Asian life insurance business with more than 10 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, it is committed to changing the way people feel about insurance.


The Title: Financial Services Officer - Wealth and Personal Service

The Job:

• Assess client's current financial situation and develop financial plan for client by selecting suitable financial products and service
• To develop future business opportunity by maintaining good relationship with clients
• Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
• Initiate and implement business plans to meet sales and profit targets in alignment with the company's strategic plan
• Acquire leadership and team management skills for future career development and progression to managerial level

The Person:

• Tertiary educated or above
• Willing and passionate about acquiring new knowledge and skills
• Good communication and listening skills.
• Strong attention to details and good time management skills
• Customer oriented mindset with a passion to provide excellent service.
• Fresh graduates will be considered.

Comprehensive Benefits:

• Monthly Allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits;
• Sponsored oversea conventions and conferences;
• Well-developed on-job-training;
• Professional awards and industry-wide recognition;

[ Programme for Fresh Graduates ]

The Leadership Trainee Programme, which is the latest global talent development initiative, to develop high potential young talents who have passion in the finance industry to cope with company growth globally and groom emerging talents to become our future leaders in 18-month development.

Ideal / Successful Candidates

We are looking for fresh (recent) graduates who are dynamic, open-minded and willing to go to the extra miles in providing extraordinary financial services.

By acquiring all round experience in financial services within 18 months, Management Trainee will be given unique opportunities to receive rotational operation training:

• On-the-job training to established related asset management expertise
• To explore new business opportunities,
• Preparing market development proposal
• Manage client’s portfolios according to client’s financial goals
• Build and maintain a positive team culture

Upon completion of the programme, he/ she will be able to take up the role of assistant manager / supervisor, subject to performance evaluation, in one of the operation teams to further individual career development.