HNW Insurance Operations Specialist

MORGAN MCKINLEY PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Morgan McKinley Pte Ltd is seeking an experienced Insurance Operations Associate (High Net Worth) to provide middle-office operational support for HNW products, with a focus on Variable Universal Life policies in Singapore.

The role involves partner collaboration with custodians, input and validation of monthly policy valuations, tracking assets, and ensuring accurate documentation and timely reporting while upholding compliance standards.

Qualifications

• Minimum 3 years in custody or investment operations within a bank, custodian, or comparable financial institution.
• Solid knowledge of investment, custodial operations, and life insurance processes, including local regulatory requirements.
• Strong service orientation with ability to manage priorities, maintain control discipline, and multi-task effectively.
• Highly competent in execution, meticulous with documentation standards, and strong attention to detail.
• Effective team player with strong interpersonal and communication skills; proficient in Microsoft Office (Excel, PowerPoint, Word).

Responsibilities

• Partner with custodians and asset managers to resolve VUL transaction processing and operational queries.
• Input, validate, and monitor monthly VUL policy valuations, liquidity, and overall policy value.
• Track underlying assets, performing checks on sanctions exposure, illiquidity, and suitability considerations.
• Ensure complete and accurate documentation, maintain SOPs, and produce timely internal and regulatory reports.
• Deliver additional HNW operational tasks and project support as assigned, maintaining control discipline and compliance standards.

Skills

Investment ops

Multi-tasking

Attention to detail

Teamwork

Communication skills

Tools

Excel

PowerPoint

Word

Job description

Morgan McKinley Pte Ltd is seeking an experienced Insurance Operations Associate (High Net Worth) to provide middle-office operational support for HNW products, with a focus on Variable Universal Life policies in Singapore.

The role involves partner collaboration with custodians, input and validation of monthly policy valuations, tracking assets, and ensuring accurate documentation and timely reporting while upholding compliance standards.