HNW Insurance Operations Associate (Contract→Perm)

Placement Professionals, LLC

Singapore

On-site

SGD 67,000 - 100,000

Full time

14 days+

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Job summary

Placement Professionals, LLC partners with a leading bank to recruit a High Net Worth Insurance Operations Support Associate. This contract role offers potential to convert to permanent employment.

You will deliver middle-office administrative support for affluent client insurance plans, focusing on Variable Universal Life contracts, manage case workflows, ensure compliance, and support policy owners and distribution professionals across networks.

Qualifications

  • Minimum 3 years of professional background in asset custody workflows or investment management support within a banking institution or investment house.
  • Practical grasp of banking settlements, portfolio custody, life insurance administration, and local compliance mandates.
  • Good service mindset with the ability to manage priorities, maintain control discipline, and multi-task effectively.
  • Meticulous with strong attention to detail and documentation standards.
  • Collaborative team player with good interpersonal and communication skills.
  • Proficient in Microsoft Office Applications (Excel, Powerpoint and Word).

Responsibilities

  • Liaise with custodians and managers to handle policy workflows and questions.
  • Enter and verify monthly asset valuations for life insurance accounts.
  • Track cash positioning, asset liquidity, and policy value.
  • Audit portfolio holdings for sanctions risk and liquidity.
  • Ensure documentation is complete and archived for audits.
  • Refresh SOPs to reflect changing procedures, risk checks, and mandates.
  • Prepare internal summaries and compliance disclosures with accurate data.
  • Provide additional operations and project support as required.

Skills

Asset custody workflows
Investment management support
Banking settlements
Life insurance administration
Local compliance mandates
Attention to detail
Multi-tasking
Microsoft Office
Communication skills

Tools

Microsoft Office

Job description

Placement Professionals, LLC partners with a leading bank to recruit a High Net Worth Insurance Operations Support Associate. This contract role offers potential to convert to permanent employment.

You will deliver middle-office administrative support for affluent client insurance plans, focusing on Variable Universal Life contracts, manage case workflows, ensure compliance, and support policy owners and distribution professionals across networks.

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