Assistant Manager/Manager - Middle Office (Client Services) - HNW Insurance Broker

JAC Recruitment; Singapore; In loco; SGD 60.000 - 100.000; Tempo pieno

Descrizione del lavoro

Our client in Singapore, a wealth advisory and financial services firm, seeks an experienced Assistant Manager / Manager, Middle Office to support onboarding, documentation, and stakeholder coordination.

This role suits a highly organised professional with client-facing experience, strong MS Office skills, and the RNF licence with MAS, offering opportunities in client servicing, business support, and development.

Competenze

• Diploma or Degree in Business, Finance, Banking, Marketing, or a related discipline.
• Minimum 3 years of experience in middle office, client servicing, sales support, business support, insurance operations, or a related function.
• Prior exposure to insurance, wealth management, private banking, financial advisory, or financial services environments is highly advantageous.
• Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent interpersonal and communication skills.
• High attention to detail and strong administrative capabilities.
• Proficient in Microsoft Office applications, particularly PowerPoint and Excel.
• Professional, proactive, and able to handle confidential information with discretion.

Mansioni

• Prepare professional presentation materials for client meetings, business reviews, and stakeholder engagements.
• Develop clear and visually impactful comparisons, illustrations, and financial projections to support client discussions.
• Assist advisers and management with ad hoc reporting and business presentations.

Conoscenze

Organisational skills

Interpersonal skills

Communication skills

Attention to detail

Discretion

Formazione

Diploma or Degree in Business, Finance, Banking, Marketing, or related discipline

Strumenti

Microsoft Excel

Microsoft PowerPoint

Descrizione del lavoro

About The Opportunity

Our client is a well-established wealth advisory and financial services firm seeking an experienced

Location

Singapore

About The Opportunity

Our client is a well-established wealth advisory and financial services firm seeking an experienced Assistant Manager / Manager, Middle Office to support business development, client servicing, and operational activities. This role is ideal for a highly organised professional who enjoys working in a client-facing environment while ensuring smooth execution of onboarding, documentation, and stakeholder coordination processes.

Key Responsibilities

Presentation & Business Support

• Prepare professional presentation materials for client meetings, business reviews, and stakeholder engagements.
• Develop clear and visually impactful comparisons, illustrations, and financial projections to support client discussions.
• Assist advisers and management with ad hoc reporting and business presentations.

Client Onboarding & Administration

• Coordinate client onboarding activities and ensure all required documentation is completed accurately and promptly.
• Arrange medical examinations and other requirements associated with insurance and financial product applications.
• Monitor application progress and coordinate with internal teams and external service providers to ensure timely completion.

Client & Partner Relationship Support

• Liaise with clients, business partners, and referral sources to obtain information and documentation.
• Manage follow‑ups and maintain effective communication throughout the onboarding and servicing process.
• Ensure a high standard of client experience and responsiveness.

Business Development Support

• Support lead management and prospecting initiatives.
• Assist with meeting scheduling, pipeline tracking, and follow‑up activities.
• Maintain accurate records of client and business development activities.

Meeting Coordination

• Organise and coordinate meetings with clients, partners, and stakeholders.
• Prepare meeting materials and ensure timely follow‑up on agreed action items.
• Facilitate smooth communication between all parties involved.

Requirements

• Diploma or Degree in Business, Finance, Banking, Marketing, or a related discipline.
• Minimum 3 years of experience in middle office, client servicing, sales support, business support, insurance operations, or a related function.
• Prior exposure to insurance, wealth management, private banking, financial advisory, or financial services environments is highly advantageous.
• Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent interpersonal and communication skills.
• High attention to detail and strong administrative capabilities.
• Proficient in Microsoft Office applications, particularly PowerPoint and Excel.
• Professional, proactive, and able to handle confidential information with discretion.

Mandatory Requirement

Holder of a valid RNF (Representative Notification Framework) licence registered with MAS.

What's On Offer

• Opportunity to join a reputable financial services organisation.
• Exposure to high-net-worth client servicing and wealth advisory operations.
• Collaborative and professional working environment.
• Competitive remuneration and career progression opportunities.

#countrysingapore