Career
Internal Staff
We are the rapid growing financial planning groups that providing one stop financial planning services for Corporations and Individuals. We are looking committed candidates to fill up the below vacancies:
Admin & Account Assistance - 1 vacancy
posted on 6 Oct 2008
Responsibilities:
- To maintain an integrated computerized accounting system including AR, AP and GL.
- To perform month end closing of accounts.
- To implement the relevant internal control system, policies and procedures for core areas of finance and accounting.
- To liaise with supplier, auditor, tax agent and external consultants.
- To assist in other administrative duties pertaining to credit management, contracting documents, general office administration, etc.
- To perform any other duties
Requirements:
- Minimum LCCI / Diploma in Accounting.
- 2 to 3 year(s) of relevant working experience in
financial services industry would be an advantage.
- Applicants must be able to handle full sets of accounts preferably using QnE accounting system.
- Mature, pro-active, resourceful and be able to assist in handling of multi disciplinary works within a project and take on additional responsibilities.
- Responsible and able to work independently with minimum supervision
- Required languages: English and Chinese.
Benefits :
- Basic Salary
- EFP and Socso
- Year end bonus
- Under Coverage of Protection Plan
- Provide Staff Training and Motivation Course
- Provide short briefing on usage of QnE accounting system
Business Support Executive (Loan Department) - 1 vacancy
posted on 6 Oct 2008
Responsibilities :
- To act as a intermediate between the company, agents and banks
- Follow up with customer’s incomplete applications form or pending documents and resolve customers issues (if any) upon submission of Mortgage Loan application.
- Able to work independently with minimal supervision
Requirements
- Candidate must possess a diploma or professional degree in any field
- Minimum of 1 year working experience
- Proficient level of English written and verbal skills
- Able to converse in Mandarin and English
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- Must be sociable
- Posses own transportation
Benefits :
- Basic Salary
- EFP and Socso
- Year end bonus
- Under Coverage of Protection Plan
- Provide Staff Training and Motivation Course
Business Support Executive (Risk Management Department) - 1 vacancy
posted on 6 Oct 2008
Responsibilities
- To act as a intermediate between the company, agents and insurance providers
- Follow up with customer’s incomplete proposal forms or pending documents and resolve customers issues (if any) upon enrolments.
- Able to work independently with minimal supervision
Requirements
- Candidate must possess a SPM or diploma any field
- Minimum of 1 year working experience
- Proficient level of English written and verbal sills
- Able to converse in Mandarin and English
- Must be sociable
- Posses own transportation
Benefits :
- Basic Salary
- EFP and Socso
- Year end bonus
- Under Coverage of Protection Plan
- Provide Staff Training and Motivation Course
- Provide short briefing on usage of Risk Management System
Business Development Executive - 2 vacancies
posted on 6 Oct 2008
- To actively source for new customers and build a good rapport
- Build and maintain client databases and keeping current clients plans up-to-date
- Manage customer’s inquiries on our products and services
- Tracking of the progress of customer request and update the customers accordingly
- Attending to all customers request and enquiries
Requirements:
- Candidate must possess a diploma or professional degree in any field or equivalent.
- Minimum one year experience in sales.
- Fresh graduates with the right attitude are encouraged to apply.
- Good communication skills, both in written and spoken English and BM.
- Customer service and result oriented including self motivated with pleasant personality and a high degree of initiative.
- Looking for new challenges and enjoys meeting people
- Possess own transport
- Must be computer literate.
- Experience in financial planning services or related field would be an added advantage
- Result driven and action oriented.
Benefits :
- Basic Salary + Commission
- Provide Product Knowledge Training and Motivation Course from time to time.
- Under supervision by senior for the 1st month.
Advisor Career
Oscar Wealth Advisory Group offers two advisor career platforms, both with opportunity for growth and leadership: Staff financial advisors and independent financial advisors franchisee
Which suite your career path:
Staff Financial Services Executive/ Staff Financial Planner
As a company employee or contract basic of Oscar Wealth Advisory Group, you receive more company support, structure and guidance. You can expect the following:
- Basic Salary, plus commission-based bonuses
- Comprehensive benefits package
- Training on financial planning, sales skills and building a successful practice
- Ongoing mentoring, skill development and industry education
- Career paths including moving into leadership roles, becoming an independent advisor
Independent Licensed Financial Planner
As a licensed financial planner of Oscar Wealth Advisory Group, you will leverage your existing experience to:
- Build your own practice, with the freedom to expand and shape your practice with your clients as you see fit
- Earn your income from commissions, with a higher payout
- Manage your practice independently, pay your own expenses and build equity in your practice
A Licensed Financial Planner can use his or her experience as a branch manager, supporting the careers of others. Or you may advance your career, as a field or group senior partner or move into a corporate role.
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