Business Process Executive

  • You will handle the daily policy processing of Life Insurance, unit trust and account opening forms.
  • You will liaise with the respective insurers to process commission payments to our financial advisers.
  • You will work together as a team to ensure that the daily operations run efficiently and smoothly; this includes, but not limited to accurate data entry, timely revision of forms, close follow-ups with insurance partners and financial advisers on policy documentations, etc.
  • You will be involved in the continuous efforts in business process and system enhancements by taking the initiative to review and gather feedback from users, and to propose for improvements.
  • You will be assigned any adhoc tasks as and when necessary.
  • Diploma/Degree holder in any discipline
  • Knowledge or operations experience in insurance/wealth management will be an advantage.
  • Process-oriented and service-oriented
  • Good communication and interpersonal skills
  • Meticulous and good with follow-throughs
  • Proactive and take initiatives

If you are looking for an environment of growth and opportunities, please direct a full resume, stating the position applied, present and expected salaries to the HR department at

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)