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Business Assurance Executive

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  • Date Listed 07/01/2019
  • Job Type Full-Time
  • EA License Number EA No. 08C2822
  • Company Website www.bizhubasia.com
  • Company Name Bizhub Asia Pte Ltd
  • Education Level Professional Certifications (e.g. ACCA, CPA)

Responsibilities:

  • Reporting to: Senior Business Assurance Executive.
  • This position is responsible for conducting compliance checks on a range of business submitted by the Partnership and providing feedback in order to ensure quality of advice.
  • Business Assurance Executive will undergo training and gain professional qualifications to enable them to check advice that is provided to our clients before business is conducted.
  • They will also work with our Partners and the Partnership Development Manager, providing feedback and technical support in order to ensure the quality of advice, documentation and other relevant internal controls.
  • Conducting reviews of case documentation for a range of products.
  • Providing Partners with feedback and technical support.
  • Working with the Partnership Development Manager to identify trends and training needs.
  • To act as a point of contact for enquiries from the Partnership.
  • Undertake mandatory professional examinations such as CMFAS and internal training.
  • Reporting to Senior Management and providing management information on the quality of case documentation and advice.
  • To provide continuous educational support to the Partnership to help improve the suitability of advice given.
  • Reporting Relationships:
    • Senior Business Assurance Executive (SBAE):
      • To assist the SBAE to deliver business objectives.
      • To assist in promulgating the culture of providing high quality suitable advice by the Partnership to the Clients within the firm.
    • Partnership Distribution Manager (PDM):
      • To assist the PDM is managing Partner’s queries especially with regards to suitability of advice given.
    • Compliance Manager:
      • To assist the compliance team in handling Compliance related matters, for instance, Anti-Money Laundering checks.

Requirements:

  • Graduate in Finance, Accounting, Business Studies.
  • CMFAS modules M5, M8, M8a, M9, M9a, Health Insurance, BCP.
  • Trusts (J02).
  • Investments (IMC).
  • Other technical areas (Pensions, Long‐term Care).
  • Certified Financial Planner Certification.
  • Understanding of the Financial Planning process.
  • Broad knowledge of financial services world.
  • Good understanding of insurance and investment products.
  • High level of technical knowledge.
  • Knowledge of Salesforce software.



Qualified or interested candidates, kindly apply in through emailing your CV to us at: gida.bizhub(at)gmail.com

To facilitate faster application processing, please utilize the email stated and not Apply Now or Send Email links in this website.

We regret that only shortlisted candidates would be notified.

Bizhub Asia Pte Ltd
www.bizhubasia.com
EA No. 08C2822