Operations Specialist

Sun Life Financial; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Sun Life Financial Singapore is seeking a detail-oriented Operations professional for a 12-month contract. You will onboard high-net-worth clients during case setup and new business processing, ensuring accurate data input and timely delivery.

Collaboration with Partner Support and Compliance is essential to meet risk guidelines. The role requires Mandarin proficiency, 3 years’ life-insurance operations experience, and a Bachelor’s degree or LOMA designation.

Qualifications

• Mandarin fluency is strongly desired along with English.
• 3 years of hands-on experience in life insurance operations, preferably in the high-net-worth market.
• Education: Bachelor’s degree or equivalent industry designations (LOMA, etc.).

Responsibilities

• Case setup and New Business processing: read emails and broker memos, input data into systems, index documents, prepare cases for underwriting review.
• Client Due Diligence: perform name screening and discounting per AML/CFT guidelines and coordinate with Compliance.

Skills

Mandarin fluency

Meticulous

Accurate data input

Time management

Multitasking

Stakeholder communication

Education

Bachelor’s degree or LOMA designation

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This is a 12 months contract role.

Job Summary

This is an amazing opportunity to join the pioneers of the international high-net-worth life insurance industry, Sun Life Private Wealth! We’re looking for a detail-oriented individual to join our fast-paced and dynamic Operations organization. In this role you will be responsible for delivering exceptional Broker experience by onboarding high-net-worth clients during the case setup and new business process. This role will work closely with our Partner Support team to ensure a smooth, accurate and rapid movement of new business cases. When needed, you will need to be able to propose and execute bespoke solutions that meet client needs while maintaining adherence with the company’s risk and compliance guidelines. This is a fast-paced and demanding position that will work with colleagues and brokers across the globe. Staying calm under pressure and being able to work in a diverse team structure will be keys to success.

Key Responsibilities:

• Case setup and New Business processing: reading emails and Broker memos for understanding and action; data input into various systems; indexing documents and preparing cases for underwriting review; reviewing new business requirements to determine if they are in good order
• Client Due Diligence: perform name screening and discounting in accordance with the company’s AML/CFT guidelines and procedures; elevate and work with line 1.5 Operational Compliance and line 2 Compliance

Preferred Skills:

• Mandarin fluency is required
• Meticulous and detail-oriented
• Accurate data input
• Time management and ability to shift priorities on demand
• Communicate with various internal stakeholders, Brokers and individuals with different cultures
• Multi-tasking

Job Requirements:

• Experience: 3 years of hands-on experience in life insurance operations, preferrable in the high-net-worth market.
• Education: Bachelor’s degree or equivalent industry designations (LOMA, etc.)
• Languages: Mandarin fluency is strongly desired along with English

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Job Category: Customer Service / Operations

Posting End Date: 20/10/2026

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers