HNW Insurance Ops Lead for VUL

Morgan McKinley; Santo Niño 1st; On-site; PHP 600,000 - 900,000; Full time

Job summary

Morgan McKinley is seeking an Insurance Operations Associate (High Net Worth) to provide middle-office support for VUL policies, ensuring accuracy and regulatory compliance for HNW clients.

You will partner with custodians and asset managers, input monthly valuations, monitor liquidity and policy value, track assets, maintain SOPs, and deliver timely reports, while prioritizing control discipline and service excellence.

Qualifications

• Minimum 3 years in custody or investment operations within a bank, custodian, or comparable financial institution.
• Solid working knowledge of investment, custodial operations, and life insurance processes, including local regulatory requirements.
• Strong service orientation with ability to manage priorities, maintain control discipline, and multi-task effectively.
• Meticulous with documentation standards and strong attention to detail.
• Effective team player with strong interpersonal and communication skills; proficient in Microsoft Office (Excel, PowerPoint, Word).

Responsibilities

• Partner with custodians and asset managers to resolve VUL transaction processing and operational queries.
• Input, validate, and monitor monthly VUL policy valuations, liquidity, and overall policy value.
• Track underlying assets, performing checks on sanctions exposure, illiquidity, and suitability considerations.
• Ensure complete and accurate documentation, maintain SOPs, and produce timely internal and regulatory reports.
• Deliver additional HNW operational tasks and project support as assigned, maintaining control discipline and compliance standards.

Skills

Service orientation

Multi-tasking

Interpersonal skills

Communication skills

MS Office proficiency

Tools

Microsoft Office

Job description

Morgan McKinley is seeking an Insurance Operations Associate (High Net Worth) to provide middle-office support for VUL policies, ensuring accuracy and regulatory compliance for HNW clients.

You will partner with custodians and asset managers, input monthly valuations, monitor liquidity and policy value, track assets, maintain SOPs, and deliver timely reports, while prioritizing control discipline and service excellence.