Total 3 Internship Financial Planner job vacancies in Finance / Banking / Insurance category in The United States of America

KEY RESPONSIBILITIES

• To provide cover notes, technical support, and renewal/ new business for policy processing.
• Liaise with Unit Heads to monitor reports
• Collection of premium and ensure prompt payment
• Servicing and maintaining networking relationship with brokers, clients
  Assist to promote and facilitate transaction of new insurance business for the company.

KEY REQUIREMENTS/SKILLS/EXPERIENCE

• Bachelor's Degree in any field of studies
• Fast learner, self motivated, team player, and able to work under pressure.
• Proficient in written and spoken English and Chinese
• Required skills: good analytical thinking, attention to detail, strong verbal communication skills
  
  
  

Perks & Benefits

• Provided free exam
• Entitle Graduate Ceremony
• Passionate, Energetic & Innovative Working Culture
• Continuous Self-Improvement Program
• Potential for a full-time job with an attractive salary upon successful completion of the internship.
• Continuosly allowance RM1000.00 giving for 12 months.

主要責任

• 為保單處理提供附註、技術支援和續保/新業務。
• 與單位負責人聯絡以監督報告
• 收取保費並確保及時付款
• 服務並維護與經紀人、客戶的網絡關係
  協助推動和促進公司新保險業務的交易。

關鍵要求/技能/經驗

• 任何研究領域的學士學位
• 學習速度快，自我激勵，團隊合作精神，能夠在壓力下工作。
• 精通英語和中文的書面和口語
• 所需技能：良好的分析思考、注重細節、強大的口語溝通能力
  
  
  

津貼和福利

• 提供免費考試
• 授予畢業典禮
• 充滿熱情、充滿活力和創新的工作文化
• 持續自我提升計劃
• 成功完成實習後，有可能獲得薪水頗具吸引力的全職工作。
• 連續12個月給予RM1000.00津貼。

Swiss-Asia Financial Services Pte Ltd is a diversified financial services company for High Net Individuals and institutions. We provides service to external asset managers, financial advisory for offshore and onshore HNWI, discretionary asset management for offshore, onshore HNWI and offshore funds, platform for independent asset managers managing and advising offshore and onshore HNWI and offshore funds, Asian expertise to Swiss and European based HNWI and institutional clients etc.

The Company is looking for a dynamic individual who can support the company data migration activities for the Finance Team. This is a 6-month contract position, with opportunity for exposure to the financial sector.

Finance Executive / Finance Intern - Data Migration [Contract 6 months]

Job Responsibilities

• Play a pivotal role in data validation and data migration to the implemented system, ensuring seamless and accurate data transfer.
• Safeguard data integrity throughout the migration process, preserving the reliability of the data.
• Collaborate closely with the finance team to identify, document, and communicate any issues or discrepancies encountered during the data migration process.
• Provide support to address any data-related issues that may arise post-migration, minimizing disruptions to business operations.

Job Requirements

• Degree or Diploma in Business Accounting or its equivalent.
• Good working knowledge of MS Excel & IT savvy.
• Experience in SAP or SAGE will be an added advantage.
• You should be a collaborative team player, meticulous, diligent, highly organized and have lots of initiative.
• Other key attributes include excellent communication and interpersonal skills.