Assistant Manager, Middle Office – RNF Licensed

JAC Recruitment Consultant; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Competitive remuneration

Career progression opportunities

Collaborative environment

Job summary

JAC Recruitment Singapore is seeking an experienced Assistant Manager / Manager, Middle Office to support business development, client servicing, and operational activities. The role focuses on onboarding, documentation, and stakeholder coordination in a client-facing environment.

The ideal candidate has 3+ years in middle office or related functions, with strong organisational and communication skills, and proficiency in PowerPoint and Excel. MAS RNF licence is a noted mandatory requirement.

Qualifications

• 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 related functions.
• Experience in insurance, wealth management, private banking, financial advisory, or financial services is advantageous.

Responsibilities

• 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.
• Coordinate client onboarding activities and ensure all required documentation is completed accurately and promptly.
• Arrange medical examinations and other requirements for insurance and financial product applications.
• Monitor application progress and coordinate with internal teams and external service providers for timely completion.
• Liaise with clients, business partners, and referral sources to obtain information and documentation.
• Manage follow-ups and maintain effective communication throughout onboarding and servicing.
• Ensure a high standard of client experience and responsiveness.
• 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.
• Organise and coordinate meetings with clients, partners, and stakeholders.
• Prepare meeting materials and ensure timely follow-up on agreed actions items.
• Facilitate smooth communication between all parties involved.

Skills

Interpersonal skills

Communication

Organisational ability

Attention to detail

Discretion

Multitasking

Education

Diploma or Degree in Business/Finance/Banking/Marketing

Tools

PowerPoint

Excel

Job description

JAC Recruitment Singapore is seeking an experienced Assistant Manager / Manager, Middle Office to support business development, client servicing, and operational activities. The role focuses on onboarding, documentation, and stakeholder coordination in a client-facing environment.

The ideal candidate has 3+ years in middle office or related functions, with strong organisational and communication skills, and proficiency in PowerPoint and Excel. MAS RNF licence is a noted mandatory requirement.