Private Wealth Client Services Lead

finexis advisory; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

finexis advisory in Singapore is seeking a service oriented professional to support its Private Wealth Services business. You will own the daily servicing of client and partner accounts, coordinate cases from submission to completion, and keep all parties informed throughout the process.

You will also conduct purposeful outreach to clients and partners to follow up on opportunities, arrange reviews and strengthen relationships, while bringing internal teams and insurers together to move cases

Qualifications

• Minimum 4 years in client servicing or case management.
• Experience in life insurance or wealth management preferred.
• Mandarin proficiency advantageous; Malay proficiency is also an advantage.

Responsibilities

• Serve as a reliable point of contact for assigned clients and business partners, providing prompt updates on enquiries and case progress.
• Manage cases end-to-end, including onboarding, document collection, submission, underwriting follow up, outstanding requirements, policy issuance and servicing after the sale.
• Review documents for completeness and accuracy, maintain clear case records and follow through on every outstanding item.
• Coordinate closely with advisers, operations, compliance, finance and management, as well as insurers and other providers, to resolve issues and meet timelines.
• Identify bottlenecks and escalate urgent or higher risk matters appropriately.

Skills

Client servicing

Account management

Case management

Sales support

Communication

Detail orientation

Confidentiality

Education

Diploma or Degree in business, finance, banking, economics or a related discipline

Tools

MS Office

Job description

finexis advisory in Singapore is seeking a service oriented professional to support its Private Wealth Services business. You will own the daily servicing of client and partner accounts, coordinate cases from submission to completion, and keep all parties informed throughout the process.

You will also conduct purposeful outreach to clients and partners to follow up on opportunities, arrange reviews and strengthen relationships, while bringing internal teams and insurers together to move cases