Client Service Manager

Great Eastern; Singapore; On-site; SGD 75,000 - 105,000; Full time

Job summary

Great Eastern is seeking a Senior Sales Support professional to strengthen the High Net Worth (HNW) team. The role focuses on executing the sales process, coordinating with divisions, and implementing strategies to boost efficiency and effectiveness within the Private Wealth Advisory and HNW Distribution teams.

An ideal candidate holds a Diploma or degree in business administration or marketing and has at least five years in sales support or case management within HNW.

Qualifications

• Minimum 5 years of experience in sales support or case management within the HNW market.
• Customer-focused with strong commitment to delivering exceptional service.
• Proven ability to solve problems creatively with strong interpersonal skills and resourcefulness.
• Strong team player with excellent collaboration skills.

Responsibilities

• Contribute to achieving divisional goals and overall business objectives.
• Prepare and manage all sales operational processes and documentation to support business activities.
• Review and update SOPs annually to ensure alignment with process changes.
• Participate in process reviews with internal departments and external distributors/partners, driving resolutions to improve efficiency.
• Act as the primary liaison between internal and external partners, and coordinate with other divisions to address issues and concerns.
• Collaborate with cross-functional teams to respond to queries from partners and the advisory team.
• Provide process support to the Private Wealth Advisory Team and business support for HNW business.
• Lead or participate in projects undertaken by the section.
• Prepare reports as requested by Group collaboration partners, including OCBC and BOS.
• Perform any other related administrative tasks and projects as assigned.

Skills

Sales support

Client service

Communication

Education

Diploma or degree in business administration/marketing

Tools

Microsoft Excel

PowerPoint

Word

Job description

This role plays a critical part in supporting Business Development activities within the High Net Worth (HNW) team, and will report to the Group Head of High Net Worth. The primary focus is to ensure smooth execution of the sales process, coordinate across divisions, and implement strategies to enhance sales efficiency and effectiveness. You will provide operational and process support to the Private Wealth Advisory Team and HNW Distribution Team.

• Contribute to achieving divisional goals and overall business objectives.
• Prepare and manage all sales operational processes and documentation to support business activities.
• Review and update SOPs annually to ensure alignment with process changes.
• Participate in process reviews with internal departments and external distributors/partners, driving resolutions to improve efficiency.
• Act as the primary liaison between internal and external partners, and coordinate with other divisions (e.g., Group Ops, GRM) to address issues and concerns.
• Collaborate with cross-functional teams to respond to queries from partners and the advisory team.
• Provide process support to the Private Wealth Advisory Team and business support for HNW business.
• Lead or participate in projects undertaken by the section.
• Prepare reports as requested by Group collaboration partners, including OCBC and BOS.
• Perform any other related administrative tasks and projects as assigned
• Diploma or degree in business administration, marketing, or related field
• Minimum 5 years of experience in sales support or case management within the HNW market.
• Customer-focused with strong commitment to delivering exceptional service.
• Proven ability to solve problems creatively, with strong interpersonal skills and resourcefulness.
• Strong team player with excellent collaboration skills.
• Ability to manage high-pressure situations and multitask effectively.
• Proficient in Microsoft Office applications (Excel, PowerPoint, Word).
• Self-motivated, meticulous, and able to work independently.
• Strong interpersonal and communication skills; ability to work across multiple channels.
• High level of integrity, accountability, and adaptability to embrace change.
• Demonstrates alignment with organizational core values through expected behaviours

How You Succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Who We Are

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels - a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of "AA-" by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

Work Locations

SG-GE Centre

Job

Premier Wealth