Seeking a qualified financial advisor/broker to manage pension fund and group risk life insurance services. The tender includes comprehensive advisory roles and risk management strategies to enhance financial security for beneficiaries.
The Banking Sector Education and Training Authority is inviting proposals for the appointment of a financial advisor or broker specializing in pension fund management and group risk life insurance. This tender aims to secure expert guidance in the administration and optimization of pension funds, ensuring compliance with regulatory requirements while maximizing returns for stakeholders. The appointed advisor will be responsible for developing tailored financial strategies, risk assessments, and providing ongoing support to ensure the sustainability and growth of the pension fund.
Key responsibilities include conducting thorough market analysis, recommending suitable investment options, and facilitating communication between the fund and its beneficiaries. The advisor will also play a crucial role in risk management, ensuring that the group risk life insurance policies are effectively aligned with the needs of the organization and its members. This is a valuable opportunity for experienced financial service providers to contribute to the financial well-being of employees and their families, enhancing overall organizational stability.
This tender is suitable for financial advisory firms, insurance brokers, and consultants with expertise in pension fund management and group risk life insurance. Businesses with a proven track record in financial services and risk assessment are encouraged to apply.