HNW Insurance Ops Specialist – VUL & Valuation

MORGAN MCKINLEY PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Morgan McKinley Pte Ltd is seeking an experienced Insurance Operations Specialist (High Net Worth) to provide middle-office support for VUL policies. You will oversee monthly valuations, liquidity monitoring, and asset suitability checks, working with custodians and asset managers to resolve complex queries.

You will identify workflow improvements, update SOPs, and maintain audit-ready documentation and regulatory reporting, while partnering with internal teams to refine the customer journey and

Qualifications

• Diploma or Bachelor’s Degree in Finance, Banking, Business Administration, or related field.
• 4+ years of experience in custody or investment operations within a bank or financial institution.
• Knowledge of investment, custodial, and life insurance processes, including local regulations.
• Strong service orientation, ability to prioritize, and multi-task effectively.
• Meticulous with documentation and detail-oriented in execution.
• Good team player with strong communication skills and proficiency in Microsoft Office suite.

Responsibilities

• Oversee monthly VUL policy valuations, liquidity monitoring, and asset suitability/sanctions checks.
• Coordinate directly with external custodians and asset managers to resolve complex operational queries.
• Identify workflow improvements, update SOPs, and maintain audit-ready documentation and regulatory reporting.
• Partner with internal stakeholders to refine the customer journey and streamline middle-office processes.

Skills

Communication skills

Multi-tasking

Attention to detail

Customer service orientation

Education

Diploma or Bachelor’s Degree in Finance/Banking/Business Administration

Tools

Microsoft Office

Job description

Morgan McKinley Pte Ltd is seeking an experienced Insurance Operations Specialist (High Net Worth) to provide middle-office support for VUL policies. You will oversee monthly valuations, liquidity monitoring, and asset suitability checks, working with custodians and asset managers to resolve complex queries.

You will identify workflow improvements, update SOPs, and maintain audit-ready documentation and regulatory reporting, while partnering with internal teams to refine the customer journey and