Wealth Planning Illustrations & Ops Specialist

Gemini Personnel Group Limited; Malaysia; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Malaysia seeks a meticulous Sales Illustrations & Wealth Planning Operations Specialist to handle complex life insurance illustrations and support wealth planners. This role requires a minimum of 2 years in financial services, a keen eye for detail, and strong proficiency under pressure. Join us to ensure accuracy in financial projections and maintain operational efficiency across regional offices.

Qualifications

• Minimum of 2 years of operational experience in financial services, especially life insurance.
• Proficiency in preparing complex life insurance illustrations.
• Strong attention to detail with financial calculations under pressure.

Responsibilities

• Prepare and deliver complex life insurance sales illustrations.
• Ensure accuracy in financial projections per regulatory standards.
• Support Wealth Planners in client meetings with detailed presentations.
• Collaborate with insurers to resolve illustration queries.
• Conduct User Acceptance Testing for new software releases.
• Update Standard Operating Procedures for operations workflow.
• Manage client-facing documentation and policy records.

Skills

Financial analysis

Detail-oriented

Communication

User Acceptance Testing (UAT)

Job description

A leading financial advisory firm in Malaysia seeks a meticulous Sales Illustrations & Wealth Planning Operations Specialist to handle complex life insurance illustrations and support wealth planners. This role requires a minimum of 2 years in financial services, a keen eye for detail, and strong proficiency under pressure. Join us to ensure accuracy in financial projections and maintain operational efficiency across regional offices.