Product Specialist
1 week ago
HERE'S A SHORT INTRO OF WHO WE ARE
Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900 consultants and staff, $1 billion in assets under advisory, and strategic partnerships, that establish us as a market leader in personalised financial services. We deliver tailored financial solutions in wealth management, investment planning, and risk management, all driven by our mission to impact lives beyond finance.
WHAT TO EXPECT
We are looking for a Product Specialist who will be assisting on the Product Team's day-to-day operations, such as conducting customer research and competitors' analysis. He / She has to be comfortable working independently to solve problems and be resourceful. Ready to ditch the status quo and dive into something exciting? We want YOU
WHAT YOU'LL DO
- Generate, develop and maintain product documentations
- Assist in upkeep of product comparison & related systems
- Collaborate with Product Due Diligence team in delivering timely product launches
- Organize product trainings, maintain a log of training attendance & manage the training recordings
- Participate in discussions with sales force to gather feedback on product propositions & align business needs with company product strategy
- Conduct customer research and competitors' analyses
- Assist in preparation of presentation deck to Product Team Lead for ongoing firm level presentations
- Ability to handle product queries from internal/external stakeholders and resolve product issues & enquiries
- Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies
WHO YOU ARE
- Bachelor's degree or equivalent in Actuarial, Insurance, Finance or Marketing related disciplines
- Preferably with at least 3 to 5 years working experience in insurance related sales environment & on-going trends will be a strong advantage
- Certifications or licenses in CFP, CHFC, CMFAS M5, M9, M9A, HI Special skills preferred
- Strong in Microsoft Office, particularly in Excel, Word & PowerPoint
- Possess strong traits of an analytical mind and good communication skills to articulate ideas in a simplified and laymen manner to stakeholders
- Meticulous & attention to details
- Proactive, positive mindset and highly adaptable to changes
- Able to multitask and work well with tight timelines
Able To Multitask
Due Diligence
Regulatory Compliance
Needs Analysis
Good Communication Skills
Life Insurance
Attention to Details
Team Lead
Excel
Financial Advisory
Adaptable to Changes
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