Total 1,453 business management project planning job vacancies in Finance / Banking / Insurance category in The United States of America

Job Description 

• To conduct desk and field investigation for both issuing and merchant acquiring fraud.
• To identify gaps along the processes to minimize fraud risks.
• Review any suspicious applications escalated by any channels and returned to them within the internal Service Level Agreement (SLA).
• Investigate and resolve any fraud cases with comprehensive findings and recommendations.
• Conduct interviews and/or interrogation with customers and staff pertaining to fraud issues.
• Establish an effective and valuable relationship with other financial institutions, non-financial institution, law enforcement agencies and government sectors to combat fraud.
• Conduct fraud awareness trainings to internal customers.
• Conduct site visit and/or field investigation to suspicious merchant / potential new merchant.
• Conduct merchant training as and when required.
• Conduct field investigation on confirmed fraud/collusive merchant or Common Purchase Point (CPP) merchants identified by card brands or issuing banks.
• Conduct post-mortem or review meeting with CAD and business/product owners to minimize the fraud risks.
• To represent the Company in MRMTF meeting and court appearance for fraud cases.
• To conduct joint investigation with industry players as and when required.
• To conduct periodic review on process flow and update the operation manual (where necessary).
• To maintain proper records and audit trails for all work related matters, sources documents, manuals and intellectual assets of the Company, in not to place the Company in any compromising situation.
• To ensure operational processes are in compliant with the card brands & regulatory guidelines.
• To carry out any other duties as assigned and directed by the Management.

Job Requirement 

• Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, any field.
• Minimum eight (8) years’ experience in card / banking fraud investigation experience.
• Excellent team player, results-oriented and able to communicate effectively at all levels.
• Credit card, personal loans and consumer merchandize knowledge.
• Good analytical skill.
• Computer Literate.
• Good communication skills in English and Bahasa Malaysia.
• High integrity and promote mutual self-respect.
• Preferably Managers specializing in Banking/Financial Services or equivalent.

Perks & Benefits

• Nearby public transport
• Central location
• Casual dress code
• Medical insurance
• Personal leave

Sales & Marketing Executive (Basic Guaranteed RM3,500-RM7,000 + Commission + Incentive)
We are looking for self-starters with an entrepreneurial spirit; good and effective communicators, willing to learn, and highly motivated to create new customer relationships.
Apply now!

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips
• Personal development opportunities

Job Scope 工作範圍:

• Building relationship & network with stakeholders from various background.
  (與各種背景的利害關係人, 建立關係。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (負責為利害關係人, 提供有關風險管理、保險、遺囑、信託、房產規劃、投資等方面的諮詢服務。)
• Engage in sales and marketing events. (參與銷售和行銷活動。)
• Provide follow up on the policy servicing services to customer, ie: payment mode, change in plans, trustee appointment, top-ups, etc. (為客戶提供保單服務的後續跟進，例如：付款方式、計劃變更、受託人任命、增加投資額等。
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供專業的財務諮詢服務，根據利益相關者的要求進行協調。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根據利害關係人的要求進行合約談判。)

Requirement 需求:

• Diploma/ Degree/ Bach Degree (文憑/學位/學士學位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼職/全職/應屆畢業生皆可申請)
• Candidates with business, finance, sales & marketing background are welcome to apply (擁有商業、金融、銷售和營銷背景的候選人歡迎申請)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工資+ 佣金和獎金)
• Flexible working hours (彈性的工作時間)
• Training will be provided (提供訓練)
• Regular team activities (團隊活動)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津貼（旅費津貼、交通津貼等）)
• Personal development opportunities (個人發展機會)

Job Scope 工作范围:

• Building relationship & network with stakeholders from various background.
  (与各种背景的利益相关者, 建立关系。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
• Engage in sales and marketing events. (参与销售和营销活动。)
• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根据利益相关者的要求进行合同谈判。)

Requirement 需求:

• Applicable for Malaysian only (只限马来西亚公民)
• Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼职/全职/应届毕业生均可申请)
• Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工资 + 佣金和奖金)
• Flexible working hours (灵活的工作时间)
• Training will be provided (提供培训)
• Regular team activities (团队活动)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
• Personal development opportunities (个人发展机会)

Key Responsibilities

• Attend sites to investigate, examine and assess the damage
• Gather information and evidence relevant to the insured loss or damage
• Validate and provide loss assessment/adjustment according to the terms of the insurance policy
• Liaise with policyholders, insurance brokers, and other interested parties to reach an equitable settlement
• Write full and detailed reports for insurers, including recommendations for settlement
• Advise claimants on loss mitigation, and on security, and other precautions to reduce the risk of further losses in the future

Requirements

• Degree in Finance, Business Studies, Economics, Accounting, Law, Forensics Science, Natural Science, Quantity Surveying, Engineering & Technology, or Building Services
• Minimum 2 to 4 years of working experience
• Insurance or adjusting experience is not essential, full training will be provided
• Fresh graduates are encouraged to apply

Benefits & Others

• Basic Salary + EPF + SOCSO + (HP & Car Allowance)
• Medical insurance
• Mondays-Fridays & Alternate Saturday
• Annual salary increment and bonus (based on performance)
  
  

The main purpose of a collector is to manage customer’s account on monthly basis, ensure all accounts pay before due date & to ensure customer’s account maintain and does not increase in ageing.

• Responsible to each separate individual result (collection result).
• Advise customer to make the payment on time.
• Re act as a reminder to remind customer regarding the payment due date
• Response customer request based on the customer requirement
• To ensure to maintain customer service and company image.
• Complete dunning activities based on allocated queues.
• Extensive follow up with customer via phone calls/email/fax to ensure that they pay in accordance to credit term.
• Ensure good clients relationship & service levels.
  Achieve the set standards in collections and financial objectives of collections by the management.

Job Requirement:

• Minimum SPM, STPM, Diploma or Degree Holder.
• Fresh graduate are encourage to apply.
• Good communication in English & Malay
• Well knowledge of PC and proficiency in MS Office
• Listening skills to empathize and listen to other person’s ideas
• Persuasion skills in order to move others into positive action, attitudes and behavior
• Ability to handle & manage stress

Perks & Benefits

• Employee equity
• Personal leave

主要責任

• 前往現場調查、檢查和評估損失
• 收集與保險損失或損壞相關的資訊和證據
• 根據保單條款驗證並提供損失評估/調整
• 與保單持有人、保險經紀人和其他利害關係人聯絡以達成公平的解決方案
• 為保險公司撰寫完整詳細的報告，包括和解建議
• 就減輕損失、安全和其他預防措施向索賠人提供建議，以減少未來進一步損失的風險

要求

• 金融、商業研究、經濟、會計、法律、法醫學、自然科學、工料測量、工程與技術或建築服務學位
• 至少 2 至 4 年工作經驗
• 保險或調整經驗不是必需的，將提供全面的培訓
• 鼓勵應屆畢業生申請

福利及其他

• 基本薪資 + EPF + SOCSO + (HP 和汽車津貼)
• 醫療保險
• 週一至週五及隔週六
• 每年加薪及獎金（根據績效）
  
  

Job Responsibilites:

• Accountable for the development and maintenance of credit policies, procedures, and guidelines to meet portfolio goals, credit line management and the execution of routines to monitor a full spectrum of process and performance MIS.
• Manage overall portfolio asset quality for entire credit spectrum across multiple products to be consistent with financial objectives.
• Monitoring of credit initiatives, maintaining data infrastructure to support initiatives, and reporting performance results / opportunities to Management on periodic basis.
• Able to analyze data trends via in-depth data analytics and provide observation / findings for policy revision.

Job Requirements: 

• Minimum 8 years experience with credit policy development and analytics from banking / financial institutions, preferably with experience in maintaining Decision Engines is an added advantage.
• Strong in business and credit risk analytical skills.
• Ability to manage multiple priorities and dealing effectively with demanding business partners.
• Good written and verbal communication skills.
• Good and balanced business acumen.
• Applicants should be Malaysian citizens or hold relevant residence status.
• Proficiency in data analysis and business management software.
• Excellent Leadership characteristic and interpersonal skills
• Exceptional analytical and problem-solving abilities.
• Ability to collaborate with a variety of stakeholders.

Perks & Benefits

• Central location
• Casual dress code
• Medical insurance
• Personal leave

Job Responsibilities: 

• Develop and implement an effective credit score model or scheme for customers and maximize the company’s profitability and value in the market. 
• Evaluate, implement, and monitor internal and external credit scoring models and/or financial forecasting models using both traditional and other advanced predictive technologies, segmentation, and optimization tools in strategy development.
• Develop and maintain user requirements, parameters, and configurations of rating system for different customer segments.
• Research and implementation of effective use of AI solutions.
• Identify data trends via deep data analytics and summarize key findings for Score Card Improvement.
• Research and study, introduce and verify new function of next generation innovative operation. 
• Monitor, evaluate, and improve Score card and rule engine management from profitability point of view.
• Manage and monitor overall profitability by customer and merchant level.

Job Requirement:

• Minimum 10 years relevant working experience preferably in banking / financial institutions with at least 5 years management exposure.
• Result-oriented with an ability to develop and grow the department through intensive monitoring and mentoring.
• Strong analytical skills in credit risk assessment and credit score modeling.
• Proficient in SQL, Python/R, Data Mining (Feature engineering), MLOPS (Model Deployment & Maintenance), understanding on ML algorithm, AWS Cloud services (preferred but experience on other cloud services is acceptable).
• Good written and communication skills, analytical minded with a sense of accuracy.
• Applicants should be Malaysian citizens or hold relevant residence status.
• Proficiency in data analysis and business management software.
• Excellent Leadership characteristic and interpersonal skills
• Exceptional analytical and problem-solving abilities.
• Excellent organizational and time-management skills.

Perks & Benefits

• Nearby public transport
• Central location
• Casual dress code
• Medical insurance
• Personal leave

As the Marketing Head for an asset management company, your role would encompass a diverse range of responsibilities aimed at promoting the company's investment products and services, enhancing brand reputation, and maintaining effective communication with various stakeholders. Here's an overview of what the job might entail:

1. Developing Marketing and Communication Strategies:

To develop comprehensive marketing and communication strategies aligned with the company's goals and target audience. This involves understanding the competitive landscape, market trends, and client preferences to craft effective plans.

2. Brand Management:

To oversee the management and development of the company's brand identity, ensuring consistency across all marketing materials and communications. This includes maintaining brand guidelines, managing brand messaging, and fostering brand loyalty among clients and investors. The role includes a strategic approach to selecting high-quality products that align with the company's brand image and the expectations of your elite clientele.

3. Content Development:

To create compelling and informative content is crucial for engaging clients and investors. You'll oversee the development of content such as presentation slides, annual/interim reports, factsheet, monthly commentaries, corporate proposals, forms, video and social media posts. 

4. Product Promotion:

To oversee the promotion of the company's investment products and services through various channels such as digital marketing, advertising, events, and sponsorships. Your goal is to effectively communicate the value proposition of the products and attract potential investors.

5. Market Research and Analysis:

To conducte market research to understand investor preferences, industry trends, and competitor activities is crucial for making informed decisions. You'll analyze market data and client feedback to identify opportunities for growth and innovation.

6. Compliance:

To ensure compliance with regulatory requirements and industry standards is paramount in marketing financial products. You work closely with the legal and compliance teams to ensure that marketing materials adhere to relevant regulations and guidelines.

7. Team Leadership and Collaboration:

To lead and motivate the team of marketing and communication professionals is critical for achieving departmental goals. You'll foster a collaborative and creative work environment, encourage professional development, and ensure alignment with company values and objectives.

Perks & Benefits

• Allowance (travel stipends, transportation, etc.)
• Nearby public transport
• Central location
• Medical, dental and optical benefits
• Gym facilities

身為資產管理公司的行銷主管，您的角色將涵蓋多種職責，旨在推廣公司的投資產品和服務、提高品牌聲譽以及與各利害關係人保持有效溝通。以下是該工作可能涉及的內容的概述：

1. 制定行銷和溝通策略：

制定符合公司目標和目標受眾的全面行銷和傳播策略。這涉及了解競爭格局、市場趨勢和客戶偏好，以製定有效的計劃。

2、品牌管理：

監督公司品牌形象的管理和發展，確保所有行銷資料和傳播的一致性。這包括維護品牌準則、管理品牌訊息以及培養客戶和投資者的品牌忠誠度。該角色包括採用策略方法來選擇符合公司品牌形象和精英客戶期望的高品質產品。

3. 內容開發：

創建引人注目且資訊豐富的內容對於吸引客戶和投資者至關重要。您將監督簡報投影片、年度/中期報告、概況介紹、每月評論、公司提案、表格、影片和社交媒體貼文等內容的開發。

4、產品推廣：

透過數位行銷、廣告、活動和贊助等各種管道監督公司投資產品和服務的推廣。您的目標是有效傳達產品的價值主張並吸引潛在投資者。

5、市場研究與分析：

進行市場研究以了解投資者偏好、行業趨勢和競爭對手活動對於做出明智的決策至關重要。您將分析市場數據和客戶回饋，以確定成長和創新的機會。

6. 合規性：

確保遵守監管要求和行業標準對於行銷金融產品至關重要。您與法律和合規團隊密切合作，確保行銷資料遵守相關法規和準則。

7. 團隊領導與協作：

領導和激勵行銷和傳播專業人員團隊對於實現部門目標至關重要。您將創造一個協作和創造性的工作環境，鼓勵專業發展，並確保與公司價值觀和目標保持一致。

津貼和福利

• 津貼（旅費、交通費等）
• 附近的公共交通
• 中心位置
• 醫療、牙科和光學福利
• 健身設施

Job Responsibilities

• Conducting outbound calls to educate and engage potential clients about financial planning.
• Providing financial literacy to customers and helping them achieve their financial goals.
• Promoting our company’s financial planning products and services over the phone.
• Meeting and exceeding sales targets and performance metrics.

Job Requirement

• Minimum SPM level
• Candidates without experience are encouraged to apply, training will be provided.
• Required language: Mandarin, Bahasa Malaysia and English
• Ability to learn about financial planning and explain them to prospects.
• Cool-tempered and able to handle rejection.
• Excellent communication and interpersonal skills.

Perks & Benefits

• Commission and bonus
• Company trips
• Open culture

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Position Purpose 

A pivotal role in driving financial performance and strategic decision-making.
Collaborating closely with various business units, be the key link between finance and
operations, providing valuable insights, analysis, and support. (across MY, SG & BN)

Major Tasks & Responsibilities :

• Partner with business units to develop and implement financial strategies aligned with organizational goals.
• Conduct in-depth financial analysis, including budgeting, forecasting, and variance analysis.
• Provide decision support to business leaders through insightful financial reporting and performance metrics.
• Identify opportunities for process improvement and efficiency gains within the finance function.
• Collaborate with cross-functional teams to ensure financial considerations are
  integrated into business initiatives.
• Act as a trusted advisor, offering financial expertise and guidance to drive business success.
• Support policy and process improvement and identify opportunities.
  Provide support as and when needed to assist line manager in overseeing day-to- day operations or to manage transformation projects.

Work Relations :

• All internal stakeholders (across MY, SG & BN)
• External stakeholders eg. IT service vendors, agencies, etc

Qualifications (Education, skills, experiences and personal characteristics necessary for success in this position)

• Bachelor’s degree in Accounting, Finance or similar discipline, or equivalent with
  professional qualifications e.g. CIMA/ACCA/MIA.
• Minimum of 2-3 years of working experiences, with financial planning and analyses, forecasting, management reporting and analytics, internal controls, process standardisation and ERP system migration.
• Process improvement orientation, innovation and change agent.
• Strong analytical and numerical skills with sound financial control exposure.
• Results oriented, sense of urgency, knows how to prioritize.
• Excellent communication and interpersonal skills for effective collaboration with diverse teams.
• Ability to operate independently and navigate through change or uncertainty.
• Flexibility to a changing environment with ability to work under pressure.
• Passionate customer focus.
• Possess a cooperative, mature, go-getter, independent, highly motivated & energetic.
• IT proficiency (Excel/PPT/BI/ BW).
• Good command in spoken & written English

Perks & Benefits

• Employee equity
• Personal leave
• Personal development opportunities

職位目的

在推動財務績效和策略決策方面發揮關鍵作用。
與各業務部門緊密合作，成為財務與業務之間的關鍵紐帶
運營，提供有價值的見解、分析和支援。 （橫跨馬來西亞、新加坡和國民陣線）

主要任務和職責：

• 與業務部門合作制定和實施與組織目標一致的財務策略。
• 進行深入的財務分析，包括預算、預測和差異分析。
• 透過富有洞察力的財務報告和績效指標為企業領導者提供決策支援。
• 確定財務部門內流程改善和效率提升的機會。
• 與跨職能團隊合作，確保財務考慮
  融入業務舉措。
• 充當值得信賴的顧問，提供財務專業知識和指導以推動業務成功。
• 支持政策和流程改進並發現機會。
  在需要時提供支持，協助直線經理監督日常營運或管理轉型專案。

工作關係：

• 所有內部利害關係人（馬來西亞、新加坡和國陣）
• 外部利害關係人，例如。 IT服務供應商、機構等

資格（此職位成功所需的教育、技能、經驗和個人特徵）

• 會計、金融或類似學科學士學位，或同等學歷
  專業資格，例如 CIMA/ACCA/MIA。
• 至少 2-3 年的工作經驗，涉及財務規劃和分析、預測、管理報告和分析、內部控制、流程標準化和 ERP 系統遷移。
• 流程改善導向、創新和變革推動者。
• 強大的分析和數位技能以及良好的財務控制能力。
• 以結果為導向，有緊迫感，知道如何決定優先順序。
• 優秀的溝通和人際交往能力，可與不同團隊進行有效協作。
• 能夠獨立運作並應對變化或不確定性。
• 能夠適應不斷變化的環境，能夠在壓力下工作。
• 熱情以客戶為中心。
• 擁有合作、成熟、進取、獨立、積極進取的精神。精力充沛。
• IT 熟練度（Excel/PPT/BI/BW）。
• 良好的英語口語和書面能力

津貼和福利

• 員工股權
• 事假
• 個人發展機會