We are seeking motivated and results-driven Financial Advisors to join our dynamic team. In this remote role, you will be responsible for acquiring new clients, analyzing and recommending insurance policies, and providing comprehensive support throughout the policy lifecycle. This position offers an exciting opportunity with significant earning potential and a range of attractive benefits.

• Sales and Client Acquisition: Drive growth by acquiring new clients and expanding our client base. Develop and implement effective strategies for client outreach and engagement.
• Policy Analysis and Evaluation: Conduct thorough analyses of clients' insurance needs and evaluate available policy options. Provide detailed assessments to determine the best policy solutions.
• Policy Recommendations: Offer tailored recommendations based on clients' individual needs and financial goals. Ensure that clients are informed about the most suitable insurance policies.
• Quoting and Underwriting: Prepare accurate insurance quotes and handle the underwriting process. Ensure compliance with company guidelines and industry standards.
• Claims Assistance: Support clients through the claims process, offering assistance to ensure a smooth and timely resolution of their claims.
• Policy Maintenance: Oversee the management and updating of existing policies. Ensure that all policy modifications are accurately documented and communicated.
• Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or issues they may have.

1. Find and tap potential customers and promote the company’s insurance products;
2. Maintain and manage old customers and ensure renewal for the following year;
3. Complete the sales goals, contract renewal goals and volume maintenance goals set by the company;

Join Our Growing Team as an Investment Broker Associate

Are you ready to shape your future and help others secure theirs? We are seeking dynamic and driven individuals who are passionate about finance and personal growth. As an Investment Broker Associate at our esteemed investment firm, you will play a pivotal role in guiding Singaporeans toward sustainable income and wealth accumulation through expert portfolio management.

Job Responsibilities:

• Assist clients in developing tailored investment strategies to achieve their financial goals.
• Build and maintain strong client relationships through effective communication and deep listening.
• Participate in comprehensive training focused on portfolio management, wealth accumulation, and client relationship building.
• Collaborate with a team of experienced professionals, benefiting from mentorship by industry leaders.
• What We Offer:
• In-Depth Training: Receive top-tier training to equip you for a successful finance career.
• Mentorship by Industry Leaders: Learn directly from some of the best minds in the business.
• Personal Growth: Develop your skills as a leader, communicator, and problem-solver.
• Career Progression: Enjoy clear pathways for advancement based on dedication and performance.
• Supportive Environment: Join a community that values mentorship, collaboration, and innovation.

• Help clients regarding their financial planning needs and priorities
• Offer solutions such as investment, life insurance, critical illness protection, retirement funding, education funding, estate planning, and wealth management, among others. Advocate the importance of financial literacy in the Philippines

Job Responsibilities

• Collect and organize industry information and data, deeply explore project information dynamics, and liaise with funds and related partners.
• Assist in project development and due diligence, and prepare related reports for the investment decision committee.
• Assist in writing investment research reports and external PR outputs.
• Responsible for post-investment management and services for investment projects.

Job Description:

We are seeking a Market Risk Analyst who thrives in a dynamic, fast-paced environment and is adept at managing risk associated with commodity trading, particularly in FX and Macro instruments. The ideal candidate will have a strong analytical background and the ability to develop risk-tracking mechanisms from the ground up on the FX and Macro instruments.

Key Responsibilities:

• Develop, implement, and maintain robust risk management frameworks and policies to identify, measure, and manage market risk effectively.
• Conduct thorough market analysis to understand and forecast potential impacts on the trading portfolio, focusing on FX and Macro instruments.
• Create and manage bespoke risk reporting tools and methodologies
• Collaborate with trading and analytics teams to develop risk mitigation strategies and limit structures.
• Perform stress testing and scenario analysis to assess potential risk exposure under various market conditions.
• Ensure compliance with regulatory requirements and internal risk limits.
• Provide insights and recommendations to senior management based on risk assessments and market analysis.
• Stay abreast of market trends and regulatory changes that may impact risk exposure.

Qualifications:

• Bachelor's or master's degree in Finance, Economics, Mathematics, or a related field.
• Proven experience in market risk management within a commodity trading or financial services environment.
• Strong quantitative and analytical skills, with the ability to develop and implement risk measurement models.
• Excellent understanding of FX and Macro instruments and markets.
• Proficient in programming languages (e.g., Python, ) for developing risk management tools and analytics.
• Ability to work independently and develop risk-tracking and management processes
• Strong communication skills, with the ability to convey complex risk scenarios to non-specialist audiences.
• Detail-oriented, with a high degree of accuracy and the ability to work under pressure.

1. Addition into the trading team for OTC FX trading for the company

2. Help to enhance the trade flow manual and ensure compliance with MAS requirements and industry practice.

3. Work with internal teams, i.e., Operations, Finance and compliance on any potential client issues

4. Interact with clients for trading issues, provide training to clients to navigate the trading systems