To support the organisation's growth by leading onboarding operations for Financial Representatives, ensuring regulatory compliance, operational excellence, and continuous improvement through process and technology enhancements.
- Manage the end-to-end onboarding process for new Financial Representatives, ensuring timely completion of fit and proper assessments, documentation reviews, and registration requirements.
- Ensure compliance with regulatory, audit, and internal control requirements by maintaining accuracy, quality, and consistency across all onboarding activities.
- Support the Lead of Onboarding in overseeing daily operations and serve as the primary backup to ensure business continuity and effective workload management.
- Act as the key point of contact for internal and external stakeholders, managing enquiries, resolving issues, and ensuring clear and timely communication.
- Provide guidance, coaching, and support to team members to foster a collaborative, high-performing, and service-oriented team environment.
- Partner with cross-functional stakeholders, including Compliance, Distribution and Operations, to ensure onboarding processes align with business and regulatory requirements.
- Drive process improvement, digitalisation, and automation initiatives to enhance operational efficiency, strengthen controls, and improve the onboarding experience.
- Lead and support strategic projects and system enhancements, including collaboration with IT teams, vendors, and business stakeholders to implement technology-driven solutions.
- Possess a Diploma or Degree in Business, Operations Management, or a related discipline.
- Minimum of 5–7 years of relevant experience in onboarding, operations, or the financial services industry.
- Experience in leading, coaching, or mentoring team members.
- Good understanding of regulatory and compliance requirements within a financial services environment.
- Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
- Demonstrate strong analytical, problem-solving, organisational, and stakeholder management skills.
- Meticulous and detail-oriented, with the ability to manage multiple priorities effectively.
- Demonstrate a high level of integrity, accountability, and professionalism, and work well in a team environment.
- Proactive, adaptable, and driven to improve processes and embrace change.
- Experience in project management, system implementation, or working with IT teams and external vendors (preferred).
How You Succeed
- Champion and embody our Core Values in everyday tasks and interactions.
- Demonstrate high level of integrity and accountability.
- Take initiative to drive improvements and embrace change.
- Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
- Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.
Who We Are
Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of AA- by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
To All Recruitment Agencies
Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.
Work Locations
SG-GE PLQ
Job
Singapore
