The common responsibilities for this position include assisting in policy issuance, endorsements, renewals, and following up on policy servicing requests; supporting handling financial adviser inquiries; coordinating with insurers and internal teams for policy servicing matters; assisting in claims submission and status tracking; participating in operations projects, including workflow enhancement initiatives; supporting digitalization and system improvement projects; ensuring adherence to regulatory requirements and internal control standards; providing professional financial advice and services to clients; managing clients' wealth assets and portfolios through investment vehicles; engaging in investment planning, retirement planning, risk management planning, and estate planning; developing team management skills; and participating in structured rotations across various departments to gain comprehensive operational knowledge.
The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.
The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.
Types of companies in the sector that have advertised a position
Education level required as indicated
Fields of study of the positions advertised by employers
Employment Mode of the positions advertised by employers
Employment Type of the positions advertised by employers