1346-Financial and Insurance Services Managers

Job Title: 

Financial and Insurance Services Managers

Job Description: 

Financial and insurance services managers plan, direct and coordinate the provision of financial and insurance services in financial institutions, such as banks, building societies, credit unions and insurance companies. They provide advice and assistance to clients on financial and insurance matters.


Tasks include

  • planning, directing and coordinating the activities of staff in the branch
  • establishing and maintaining relationships with individual and business customers
  • providing advice and assistance to customers on their financial and insurance needs and with matters such as changes in law that may affect customers
  • examining, evaluating and processing loan and insurance applications
  • monitoring credit extension decisions
  • conducting financial investigations
  • overseeing the flow of cash and financial instruments, and the preparation of financial and regulatory reports
  • approving or rejecting, or coordinating the approval or rejection of lines of credit commercial, real estate and personal loans
  • coordinating cooperation with other branches of the company
  • Additional Notes: 

    This unit group includes

    Bank manager
    Insurance services manager

    This unit group excludes

    Finance manager (1211)
    Financial and investment adviser (2412)
    Financial analyst (2413)
    Credit and loans officer (3312)
    Insurance agent (3321)

    Specific Occupations: 

    Financial/Insurance services manager (eg financial institution branch manager)

    International Careers(ISCO): 
    Source Of Info: 

    Source: SINGAPORE STANDARD OCCUPATIONAL CLASSIFICATION 2015, Department of Statistics, Ministry of Trade & Industry, Republic of Singapore