Total 979 finance banking insurance job vacancies in Business Management / Project / Planning category in The United States of America

Job Description

• To assist HOD in overall insurance business with main focus on product development and achieve insurance annual revenue targets.
• To manage and support the overall insurance business in an effective manner.
• Responsible in managing the various insurance & extended warranty programs and other insurance portfolios by working closely with insurance partners to increase sales and commission income as well as and enhancing process flow of the businesses.
• To ensure a steady sales growth of insurance business and fee income.
• Work with business partners on insurance product and process improvement from time to time.

Job Requirements:

• Diploma or Bachelor’s Degree holder with a minimum of 5 years’ experience in Product Development or Account Management with Insurance Industry
• Strong knowledge in insurance product, retail and corporate financing product.
• Independent, result-oriented with well-developed problem-solving skills.
• Strong analytical skills and good business acumen.
• Preferably with relevant experience in Insurance Brokers.
• Applicants must be willing to work in Bangsar South.

Perks & Benefits

• Nearby public transport
• Casual dress code
• Medical insurance

Qualifications and Skills

• Bachelor's degree in Business Administration, Computer Science, or a related field.
• Proven experience as a Business Analyst in the insurance industry.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency in using business analysis tools and techniques (e.g., UML, BPMN).
• Knowledge of insurance products, processes, and regulations.
• Ability to work independently and as part of a team.
• Strong attention to detail and organizational skills.

Additional Requirements (Preferred)

• Certification in Business Analysis (e.g., CBAP, IIBA)
• Experience with Agile methodologies (e.g., Scrum, Kanban)
• Knowledge of insurance technology platforms and systems

• Lead high-impact digital initiatives and new projects in a global environment
• Work with global insurance player and cross-functional teams to create innovative solutions that enhance customer experience.
• 12 Months contract role - with a potential to extension/conversion to permanent role based on the performance

Role Overview:
The Business Analyst will be responsible for driving the development and delivery of innovative digital solutions that enhance how customers purchase, self-serve, and interact with digital platforms. This role involves identifying and analyzing business challenges, customer needs, and market trends, then translating them into clear, actionable requirements. The Business Analyst will collaborate closely with product, platform, delivery, and technology teams to design, implement, and adopt digital solutions, ensuring alignment with business goals and customer expectations.

Key Responsibilities:

• Manage the scope and requirements for digital projects and platform rollouts, collaborating with industry partners across the APAC region.
• Work with business analyst teams to define and prioritize requirements for product and feature launches.
• Facilitate requirement workshops to capture and finalize business needs.
• Collaborate with design teams to define customer journeys and user experiences for both standalone and embedded digital solutions.
• Own the creation of feature specifications and reusable documentation for defined products and propositions.
• Work closely with business stakeholders and product owners to evaluate pain points, opportunities, and requirements, ensuring solutions meet business needs.
• Collaborate with product/platform teams to understand vision, roadmap, and value propositions, translating these into clear business requirements.
• Collect, document, and communicate business requirements in the form of BRDs, FSDs, epics, and user stories.
• Prioritize user requirements based on business impact, urgency, and product roadmap alignment.
• Ensure seamless communication of business needs to technical and delivery teams, ensuring high-quality and timely delivery.
• Perform due diligence across the product/project lifecycle, ensuring compliance with technical solutions, dependencies, and risk management.
• Assist in project delivery management, balancing multiple projects across the lifecycle.

Skills & Experience:

• Degree or equivalent qualification.
• 6+ years of experience in digital delivery within a Business Analyst role, ideally in an Agile environment.
• Prior experience in the insurance industry and with insurance products.
• Strong technical business analysis skills with a focus on system interactions, mapping, and documentation.
• Strong understanding of the claims lifecycle process.
• Good to have any Formal Business Analysis and Agile certifications
• Understanding of product/platform lifecycle management, particularly in web/mobile technology, with a focus on user journeys and customer experience.
• Knowledge e-commerce, customer servicing and digital sales is a plus.
• Experience with tools like Jira, Confluence, MS Projects, and MS Office Suite.
• Excellent analytical and problem-solving skills with the ability to communicate complex business issues to both technical and non-technical stakeholders.
• Ability to work in a fast-paced, multi-project environment, managing tight timelines and evolving priorities.
• Ability to independently drive initiatives, think strategically, and lead cross-functional teams.
• Strong facilitation and stakeholder management capabilities.

Argyll Scott Consulting Pte Ltd

We are currently looking for IT Project Manager - Banking for our Qatar operations with the following terms & conditions.

Education/Experience Requirements:

Bachelor’s Degree.

Certification in Project Management (PMI).

MBA or Masters Degree is a plus.

Minimum 8 years’ experience in in managing IT projects in banking and financial services.

Training courses and certification in systems technology, management and banking is a plus

Candidates with Knowledge of the Cards(Debit, Credit, Pre-paid. Etc) Projects:

Payments Processing, Credit Card Processing, Card Present and contactless card transactions, including latest digital technology.

Tokenization.

Joining time frame: 2 weeks (maximum 1 month)

Responsibilities:

• Ensure the successful implementation of the PMO's strategy, responsibilities, services, and deliverables
• Establish frameworks and standards for Program and Project Management
• Monitor and review key project deliverables
• Provides appropriate stakeholders with up-to-date project status, financial position, and forecasts
• Excellent verbal and written communication skills with a proven track record in stakeholder management.

Requirements:

• At least 8 years of relevant project management or PMO management experience
• trong understanding of core banking systems; knowledge of T24 is a plus.
• Must possess extensive knowledge and expertise in the use of project management methodologies and tools, resource management practices and change management techniques
• Proven track record for planning, executing, controlling, and closing projects and the ability to manage a project and its components simultaneously with minimal supervision
• Demonstrated ability in progress tracking, risk management, and resource allocation.
• Knowledge and experience of Microsoft packages, including SharePoint, Project, PowerPoint, Word, and Excel
• Excellent written/oral communication skills for reports and presentations
• Strong and demonstrated ability to build lasting relationships with key stakeholders

[Order Number: 740292]

Responsibilities

• Underwrite commercial and industrial risks following company guidelines and treaty terms.
• Support the Head of Department in contributing to the annual underwriting strategy to achieve premium and profitability targets.
• Recommend actions for risks exceeding personal authorization and handle client/agent visitations.
• Develop and maintain strong relationships with agents/clients to drive business growth.
• Analyze agent premium portfolios and gather market insights to gain a competitive edge.
• Prepare client/agent quotations and provide customer service on policy conditions and premium rates.
• Assist in daily policy issuance, renewal reviews, premium collection, and managing the workflow of Marketing Assistants.

Requirements

• At least 4 years of business support experience within the General Insurance field
• Expertise in underwriting and client servicing within the relevant field
• Possess minimally Certificate in General Insurance (CGI) and ideally other general insurance certifications
• Excellent interpersonal and communication skills

We regret that only shortlisted candidates will be notified.

However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Yap Zia Xin

EA Personnel Reg. No.: R22109263

EA Licence No.: 07C5771

High Pay Scheme for Business Development in the Investment and Insurance field!

If you're keen on getting a $6,000 - $9,000 range pay per month,

and you do not mind selling Investments and Insurance,

This could be the job for you!

Flexible Schedule, work at your own pace.

Leads will be provided.

Bonuses are paid every 3 months.

Free company overseas trips.

Training Provided

LIONBROKERS PTE. LTD. | EA License No. 22S1273
EA Personnel : Eugene Paik | EA Personnel Reg No.: R22110193

About the job:

• Acquire New-to-Bank (NTB) High Net Worth individuals.
• Collaborate closely with internal and external stakeholders across the bank to tailor solutions that align with clients’ needs.
• Identify opportunities to promote banking products to both existing and new clients.
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes, and regulatory requirements.

Skills and experience required:

• Excellent interpersonal and communication skills.
• Proficient in presenting effectively and communicating ideas and concepts.
• Possess a good working attitude, high motivation, and a result-oriented approach.

(EA: 94C3609/ R21103354)

Role : Business Analyst (Corporate Banking)

Location : Singapore

Duration : Long term contract

Job Scope

• Requirements Analysis & Elicitation
• Responsible to identify and define detailed functional specifications based on the business requirements document
• Analyse and document the “to-be” business and operation processes based on the agreed requirements and / or function points, perform impact assessment and estimation
• Monitor and manage risks /issues related to requirements and scope-creep
• Team Collaboration
• Participate in transitioning the requirements to the designers and ensure a clear and complete understanding of the requirements.
• Assist in translating business requirements into test scenarios.Facilitate / provide “Train-the-Trainer” on application enhancements
• Maintain up-to-date knowledge base related to application features and processes (subject matter expertise)
• Testing & Scope Management
• Clarify test findings escalated by Test Manager and classify the findings accordingly (either as a defect or change request)
• Perform impact assessment and estimation for Project Change Request

• Good knowledge in financial services policies, procedures, products and industry practices.
• Strong negotiation skills
• Good team player with excellent interpersonal and communication skills
• Strong working knowledge of relevant applications and development life cycles

Mandatories are:

• Very strong with Functional User Stories writing.
• Good understanding of JIRA
• Working knowledge of Payment flows and Corporate banking

On behalf of our client we are looking for Sr Business Analyst (Corporate Banking) to work on one on one basis on various tasks.

Job Role:

• Documentation of Business requirements aligning with different stakeholders (Ops, transaction banking, country teams)
• Facilitation of Requirements gathering
• Business requirement documentation
• Intermediate Corporate banking/ Payments knowledge

Skills:

• Product Owner; Business Requirements Document / BRD; Documentation
• Experience areas: Corporate Banking/ Transaction Banking, Payments modernization, Payment hub , Payments product/platform implementation.
• Deep Skills and Experience in Global / Regional Corporate Banking.
• Hands-on experience of executing Corporate Core Banking projects.

Proficiency with some of the Transaction and Corporate Banking platforms / packaged solutions in areas of Corporate Core Banking, e.g. Oracle, FIS, Finastra, CGI, SureCom etc

Kindly be informed that only shortlisted candidates will be contacted.

Gomes Divya.

Direct line: 66318505 (Ext.405)

Email: divya@mohanmc.com

Personnel Registration Number: R22108982

Job Description

Business Function

Treasury & Markets (T&M) provides comprehensive solutions tailored to serve clients' hedging and investment needs, with a focus on regional markets. With a robust track record in wealth management innovation, serves individual investors and leads in SGD and regional products. The division boasts a customer-driven research capability complemented by advanced risk management technology and systems. T&M offers a wide array of services in foreign exchange, derivatives, money market, and securities trading to corporations and financial institutions, trading across a full product range, including foreign exchange, interest rates, and derivatives.

Responsibilities

• Project Plan Management: Develop, execute, and close project plans; revise to meet evolving needs and requirements.
• Document Preparation: Drive project scoping and initiation, business case, and business requirements documents.
• Team & Stakeholder Management: Lead project teams, sponsors, and stakeholders across business and technology functions from Front, Middle, and Back Office.
• Process Improvement: Work across business and technology lines to define, analyze, and lead improvements to business processes and procedures, aligning with best practices, regulatory, and legal compliance.
• Resource & Budget Management: Oversee project resources, budget, scope, risks, schedule, deliverables, issues, and escalations.
• Stakeholder Engagement: Engage teams and stakeholders throughout all project phases, including requirements gathering, design specifications, identifying the target operating model, facilitating user training, and managing UAT, Go-Live rollout, and parallel runs.
• Documentation: Produce and maintain key project documentation throughout the lifecycle, including plans, status reports, issue, and risk logs.
• Reporting: Create and deliver detailed project reports and presentations for senior management updates.
• Methodology Adherence: Apply project management methodologies and enforce project standards.
• Post-Implementation Review: Conduct reviews post-implementation.

Requirements

• Educational Background: University graduate in Business Management, Information Systems/Technology, or Finance from a recognized institution.
• Experience: Minimum of 5 years managing large-scale projects end-to-end, preferably in a large global financial institution.
• Certifications: Project management certification and/or Agile (Product Owner or Scrum Master) certification is a plus.
• Skills:Strong influencing, negotiation, interpersonal, and communication skills, with excellent verbal, written, and presentation abilities.
  Results-oriented, capable of handling multiple initiatives simultaneously while adhering to deadlines.
  Independent worker, able to gather requirements, prepare project plans, and communicate effectively with stakeholders.
  Self-starter with determination to succeed, able to work with individuals from diverse cultures across regions.
  Willing to challenge existing processes to improve outcomes.
  Proficient in MS Office (Word, PowerPoint, Excel).
  
• Preferred Knowledge: Familiarity with Treasury and/or Wholesale.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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Role: Wealth Planning Manager (Consumer Banking)

Duration: Permanent

Location: Singapore

Your background:

• You have a Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• You are interested in financial planning or wealth management. Prior work experience is not a requirement.
• You enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
• You are willing to work on a flexible schedule
• Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.

Requirements:

• We offer attractive remuneration and a comprehensive benefits package.
• We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).