Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
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Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...
Continuous review of the operations model, day-to-day operational procedures and processes to identify gaps or area of improvements in order to improve services quality.
Gather, analyze and review complaints or reported quality issues and develop sustainable resolutions. Produce root cause analysis with prevention plan. Report service quality issues to leadership team and work with respective teams on service recovery plan and service improvement plan.
To support on Risk Management pertaining / related to HRSSC services, work with leadership and operations team to produce risk analysis report and risk mitigation plan.
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Persiaran Bandar Utama, Petaling Jaya (accessible to LRT & MRT)
Monday - Friday, 9am - 6pm
Operational Efficiency: Reduces manual administration for senior analysts, allowing them to focus on high-value financial analysis and controlling.
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Review Requests For Proposal (RFP). Identify information for proposal text and budget development and work closely with proposal development team to prepare and finalise proposals.
Prepare text and budget for proposals, rebids and related documents.
Provide support and assistance to other Proposal Developers in the delivery of assigned opportunities.
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Ability to understand client’s business requirements & translate them into research design & solutions.
Has good knowledge & experience of various market research methodologies & able to independently perform quantitative or qualitative analysis to identify issues and develop solutions.
Excellent storytelling skills – ability to design and structures compelling presentations.
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