Business Support Executive – Private Wealth

PARK AND PARTNERS CONSULTANCY PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

PARK AND PARTNERS CONSULTANCY PTE. LTD. is partnering with an international financial services organisation to hire a Business Support Executive for its Private Wealth business in Singapore.

The role supports the Business Development team with sales, partner coordination, KYC and operational tasks for the High-Net-Worth client segment. The candidate should have a banking or insurance background, be detail-oriented, and comfortable in a fast-paced client-focused environment.

Qualifications

• 5 years of relevant experience within insurance and/or banking.
• Experience in business support, sales support, partner servicing or operations is advantageous.
• KYC, due diligence, onboarding or documentation exposure is highly relevant.
• Strong business judgement with analytical and decision-making capabilities.
• Proactive, independent and well-organised with good stakeholder management.

Responsibilities

• Act as a central coordination point supporting the Business Development team.
• Provide day-to-day sales support and coordinate partner/client documentation.
• Assist with preliminary KYC and due diligence requirements.
• Prepare quotations and client/partner presentations.
• Support quotation systems and tools and document translation when needed.
• Schedule meetings and manage team mailboxes and travel requests.
• Contribute to industry events, conferences and insurance summits.

Skills

Attention to detail

Communication

Time management

Client servicing

Education

Diploma or equivalent qualification

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

About the Role

We are partnering with an establishedinternational financial services organisationto hire aBusiness Support Executivewithin its Private Wealth business.

This role will work closely with the Business Development team, providing end-to-endsales and business support, partner coordination, preliminary KYC/due diligence and operational supportfor the High-Net-Worth client segment.

This would suit someone from aninsurance or banking backgroundwho is organised, detail-oriented and comfortable working in a fast-paced, client-focused environment.

Key Responsibilities

• Act as a central coordination point supporting theBusiness Development team.

• Provide day-to-day sales support, including preparation and coordination ofpartner and client documentation.

• Supportpreliminary KYC and due diligencerequirements.

• Assist with the preparation ofquotations and client/partner-specific presentations.

• Support the maintenance and development ofquotation systems and tools.

• Coordinate document translation where required.

• Schedule meetings, appointments and other Business Development activities.

• Manage and monitor the team's general mailboxes.

• Prepare and maintain travel requests, reports, agreements and other business documentation.

• Support the preparation and coordination ofindustry events, conferences and insurance summits.

• Perform KYC checks on new consultants and partners for onboarding.

• Maintain and update consultant and partner information within internal systems.

• Liaise with Operations on the transfer of active policies to new servicing consultants.

• Support ongoingpartner management and servicing activities.

Requirements

• Diploma or equivalent qualification.

• Approximately5 years of relevant experience within the insurance and/or banking industry.

• Prior experience inbusiness support, sales support, distribution support, partner servicing or operationswould be advantageous.

• Exposure toKYC, due diligence, client/partner onboarding or documentationwould be highly relevant.

• Strong business judgement with good analytical and decision-making skills.

• Proficient inMicrosoft Excel, Word and PowerPoint.

• Proactive, resourceful and able to work independently.

• Detail-oriented with strong organisational and time-management capabilities.

• Good communication and stakeholder-management skills.

Why Consider This Opportunity?

This is an excellent opportunity for an experienced banking or insurance professional looking to build further exposure within thePrivate Wealth / High-Net-Worth segment.

You will work closely with the Business Development team and gain broad exposure acrosssales support, partner management, KYC, quotations, client documentation and business operations.

Please note only shortlisted candidates will be contacted.

Shirley Tan (EA Licence Number: 25S2710 /Registration ID: R21103665)