Zhang Jie
Team Lead, Information Management and Reporting, Independent Sales Audit (ISA) at Prudential Assurance Company Singapore- Claim this Profile
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English -
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Chinese (Simplified) -
Topline Score
Bio
Credentials
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AI in Finance Specialisation
Centre for Finance, Technology and EntrepreneurshipSep, 2020- Sep, 2024 -
Certificate in Financial Needs Analysis and Plan Construction
Singapore College Of InsuranceJul, 2020- Sep, 2024 -
M5, M9, M9A, HI
CMFAS, SINGAPORE COLLEGE OF INSURANCE LTDJun, 2013- Sep, 2024
Experience
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Prudential Assurance Company Singapore
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Singapore
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Financial Services
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700 & Above Employee
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Team Lead, Information Management and Reporting, Independent Sales Audit (ISA)
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Jun 2018 - Present
- Oversees a team that seamlessly supports and coordinate between multiple project and exercises within the department- Drive system and process enhancements to ensure that the team continues to deliver and remain productive- Competently provide support to external stakeholders in company-level initiatives which impacts the regulatory BSC Framework
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Independent Sales Audit(ISA) Executive
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Jan 2015 - Jun 2018
Involved in the implementation of the MAS Balanced Scorecard Framework. Experience includeso Engineering and constant improvisation on self-developed application that accurately monitors BSC survey activities and figureso Conducting phone surveys to identify potential malpractices over multiple call exerciseso Conceptualizing and designing informative presentation slides to coach BSC-related concepts to stakeholderso Compiling numerous reports for several purpose e.g. reconciliation reports, BSC survey statistics reports and MAS reporto Collaborating and coordinating with stakeholders to enhance the BSC commission recovery system o Facilitating in the formation of documents such as the LIA BSC Handbook and the SOP on the BSC Framework for Seconded Representatives between Standard Chartered Bank and Prudential
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Senior Financial Planning Executive
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Jun 2013 - Jan 2015
Joined as a Financial Planning Executive. Assisted clients in achieving their financial goals by utilizing a range of financial products. Was awarded the Runners-up in sales for Channel’s Regular Premium Category
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Multimedia Designer
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Jun 2009 - Jul 2010
Design artworks and video for events e.g. D&D, Corporate Seminars, Family day etc Design artworks and video for events e.g. D&D, Corporate Seminars, Family day etc
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Education
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2010 - 2013
Singapore Institute of Management
Bachelor of Science (B.Sc.), Banking and Finance -
2004 - 2007
Nanyang Polytechnic
Diploma, Digital Media Design
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