Lead, Solutions

7 days ago

Central Singapore Emprego SG Full time

**Location**
- Singapore, Central Singapore**Job Type**
- Full Time**Salary**
- $5,500 - $9,900 Per Month**Date Posted**
- 4 hours agoAdditional Details

**Job ID**
- 103251**Job Views**
- 1Roles & Responsibilities

**COMPANY DESCRIPTION**

MoneyOwl is a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently.

We are Singapore’s 1st Bionic Financial Adviser To be Bionic means to have the best of both worlds - humans and technology.

Both our dedicated client advisers and technology platforms come together to journey with our customers in every stage of their life.

**RESPONSIBILITIES**

Reporting to CEO, with the dotted line to the Dy CIO, the applicant will lead a small team to front and lead the research and development of fit-for-purpose financial planning solutions for our clients, and oversee the financial literacy training function of the company. This role will require working with multiple stakeholders and is a highly hands-on role, in addition to being a management role.

**Responsibilities**
- Oversee and develop the financial literacy function of the company, including management of a financial literacy team and its activities, development of curriculum for corporate business programmes, short courses, eLearning modules and the like, to support the corporate business channel
- Research and analyse financial planning philosophies, data, industry practices and industry trends, and design solutions for the Singapore mass market
- Analyse and approve insurance products for onboarding into the Company’s product suite, and/or support the relevant management committees in approving new insurance product categories
- Analyse investment solutions and products, monitor and analyse markets and performance, and support the Investment Committee and CIO/Dy CIO in portfolio management and investment advisory
- Provide content through the writing of articles and in various media.
- Provide input, develop, and/or vet and approve content for marketing, communication and dissemination to the public and/or clients, to ensure alignment to financial planning philosophy
- Provide insights and inputs to technology product team to advance their design, development and enhancement of MoneyOwl’s roboadvisory platform, and approve financial planning approach therein
- Support the CEO in media engagements and/or also be a spokesperson for the Company on professional financial planning matters

**QUALIFICATIONS**
**Qualifications & Skills**
- Good degree in any discipline
- At least 7 years of work experience, including in a management role
- Passionate about making a positive impact in the lives of everyday Singaporeans
- Analytical, meticulous and numerate
- Excellent communication and writing skills
- Fast learner, demonstrates ability to pick up knowledge about and has a strong interest in personal finance, including insurance, investment, retirement planning principles and national schemes such as CPF
- Experience in finance industry or relevant government bodies will be an advantage, but not a necessity
- Self-starter, able to multi-task, resilient and with a strong work ethic
- A strong team player who works well in cross-functional teams

Tags

lead

solutions

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