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Manage and grow assigned financial adviser (FA) partners by driving sales campaigns, providing prompt partner support, resolving application queries, coaching advisers, building strategic relationships, participating in marketing events, and ensuring efficient channel operations to meet business targets.

Lead and coach a team of Client Advisers to meet sales targets. Set performance goals, provide feedback and training, recruit talent, monitor performance, create improvement action plans, execute business and sales strategies, and support projects and department leadership.

Lead and conduct fair, independent investigations into market conduct complaints; apply disciplinary actions per framework; prepare regulatory and senior management reports; handle regulator/auditor enquiries; maintain policies, deliver training, advise stakeholders, and support ad-hoc reviews and panels related to insurance distribution compliance.

Lead and execute internal audits: develop audit plans, manage fieldwork, evaluate controls, prepare findings and reports, supervise junior staff, coordinate remediation, liaise with stakeholders and support major business initiatives.

The Data Strategy & Analytics Manager drives digital growth through analytics in marketing, campaign performance, and customer journey optimization. They lead data initiatives to enhance acquisition effectiveness, support strategic decision-making, and optimize user experiences, overseeing collaboration across various teams.

The Business Development Manager oversees operations, compliance, recruitment, training, and vendor management to ensure smooth daily operations and operational support for financial planners and staff.

The Contract Executive will support regulatory initiatives, manage customer complaints, handle operational tasks, and assist in project assignments for the Customer Engagement team.

The Business Development Manager drives sales through partner relationships, executes sales campaigns, and ensures efficient business operations. They develop trust with partners and support team goals.

Assist in daily fund accounting processes, including NAV calculation, reconciliations, and support for audits and reporting. Collaborate with teams to ensure data accuracy and compliance with controls.

The Data Migration Business Analyst ensures business teams are ready for data migration through communication, coordination, and support during the transition phases. They handle data quality, documentation, and customer interactions to ensure a smooth process.