- Singapore
Kerja Sepenuh Masa, Executive, Compliance di Income Insurance Limited - Maukerja
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Key Responsibilities
JOB DESCRIPTION
JOB DESCRIPTION
- Execute Post-Sale Surveys: Conduct telephone or digital surveys with clients to verify their understanding of product features, fees, and risks.
- Audit Advisory Processes: Verify that financial advisers followed mandatory regulatory steps, performed accurate suitability assessments, and disclosed all material conflicts of interest.
- Identify Misselling Risks: Detect potential instances of misselling, aggressive sales tactics, or inadequate fact-finding during the client consultation phase.
- Document Audit Findings: Maintain detailed logs of client feedback
- Escalate Critical Breaches: Report serious advisory gaps, misrepresentations, or policy violations immediately to for further review or investigation.
- Provide Feedback Loops: Collaborate with relevant stakeholders to share survey insights that improve training programs and sales guidelines.
- At least a Bachelor's degree or above.
- Any professional qualification will be an added advantage.
- At least 1 year of experience in customer handling, preferably having experienced in conducting client surveys.
- Must be proficient in MS Office and applications.
- Possess excellent communication skills
- Has a strong analytical mind with good problem-solving skills.
- Has a self-motivated personality and is able to work well in a team.
- Resourceful and adaptable to changes.
Peringatan Penting
Jangan pernah kongsikan maklumat bank atau kad kredit anda semasa memohon pekerjaan. Elakkan membuat sebarang pembayaran atau mengisi survey yang tidak berkaitan. Jika ada yang mencurigakan, sila laporkan iklan pekerjaan ini segera.
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