Officer/Senior Officer, Wealth Management Planning ( 1 year contract)

Prepare management and sales reports

• Prepare regular and ad hoc management reports for Management’s review and action
• Prepare various sales performance tracking reports for Sales Management’s review and action
• Prepare sales incentive validation reports and payment sign-off

Perform data mining and business analysis

• Provide analysis on management reports, identify root cause or cost driver and to make recommendation for improvement
• Provide feedback on result of data analysis, either regular or ad hoc, and to share insights on exceptional trend for Management’s attention
• Implement process improvement ideas, include report enhancement and automation

Support budget monitoring and expense reconciliation

• Monitor Channel expenses against budgets and loadings
• Perform monthly reconciliation on Channel expenses, identify and follow up on irregular charges 
• Assist review and approval of annual operation budget

Database management

• Uphold timely and proper filing system for all approval papers and documentation
• Ensure data maintenance comply with internal and regulatory guidelines

Support projects and new initiatives

• Participate and contribute to Channel projects or new sales initiatives for achievement of planned deliverables