AMP是是澳大利亚最大的零售和企业养老金提供商
并且是该地区最大的投资管理公司之一
公司简介
AMP是一家总部设于澳大利亚的国际性的金融保险投资服务综合公司。安保集团成立于1849年，拥有超过160年的金融服务经验，是澳大利亚最大的零售和企业养老金提供商，并且是该地区最大的投资管理公司之一。
集团拥有超过340万客户和超过3,600名员工。公司在册股东达820,000人，是澳大利亚拥有股东人数最多的公司之一，在每6名澳大利亚成年人中，就有一人是安保集团的客户。
职位信息-1
Role Title: File Review & Assessment Officer
Work type: contract role
Location: Melbourne
Categories: Risk & Compliance
Applications close: 27 Oct 2020 5:00 PM AUS Eastern Daylight Time
About The Role
The purpose of the Advice Remediation team is to assess whether clients have been negatively impacted by inappropriate advice received from an AMP financial adviser.
If it is determined that the client has incurred a financial loss as a result of the advice or services provided, compensation may be provided to put the client back into the financial position they should have been in, had the advice been appropriate. Purpose of the role This role has a strong customer focus and involves reviewing customer advice provided by AMP Advisers, to assess its quality and appropriateness against the needs of the customer.
主要职责
Strong customer orientation
Superior verbal and written communication skills.
Sound knowledge of relevant legislation and regulatory obligations relating to Financial Services.
Advanced project management capability along with the ability to prioritise and manage conflicting demands simultaneously.
Well-developed problem-solving skills and the ability to make informed decisions quickly.
Persuasive and adaptive negotiating and influencing skills.
Confidence in dealing with business executives.
Demonstrated time management skills with an ability to prioritise and complete work to deadlines.
职位要求
Previous remediation experience e.g. case assessor or quality assurance is highly desirable.
If no previous remediation experience, minimum 2 years’ experience in an advice role e.g. financial planner or compliance.
Experience in managing relationships with licensees and financial planners and understanding their needs.
Demonstrated project management skills and attention to detail.
Superior personal interaction skills to manage, relationships with internal and external stakeholders.
Ability to set goals and prioritise work and/or projects to meet deadlines.
Proven experience in making decisions that improve the adviser and client experience whilst minimising risk to the Licensee
Tertiary qualifications in related legal, economics, financial planning or business discipline preferred
Minimum, Advanced Diploma in Financial Services or equivalent
职位信息-2
Role Title: Advice Operations Consultant
Work type: contract role
Location: Melbourne
Categories: Administration & Office Support, Contact Centre, Operations, Case Management, Financial Adviser Support & Management, Account & Relationship Management, Customer Service-Phone Based
Applications close: 16 Oct 2020 AUS Eastern Daylight Time
About The Role
AMP has recently created a single wealth management business, AMP Australia (AMPA), to lead the development of our advice led wealth management strategy.
The purpose of this role is to provide support and professional quality service to AMP’s network of aligned and non-aligned Advisers, Licensees, and external licensees about their administrative requirements in the areas of remuneration, registers, appointments, transfers, and general adviser administration operations.
The role will see you work closely with other Advice Operations Teams as our functions are intertwined.
主要职责
Efficiently process and administer adviser /licensee requests in line with SLA’s and relevant regulatory and specific licensee requirements
Assist with the investigation and resolution of adviser queries
Liaise with internal staff and management to assist with administration enquirie
Producing adhoc reports as required
Maintain strong relationships with both internal and external stakeholders
职位要求
Previous experience in a customer service role, preferably Financial Services.
Proven ability to work within specified SLAs,
Professional telephone manner.
Strong written communication skills.
Sound decision making, problem solving and negotiation skills .
High level of attention to detail with ability to multi task.
Proven ability to maintain strong key stakeholder relationships.
Intermediate Microsoft Word, Excel, PowerPoint, and Outlook.
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