Private Wealth Sales and Operations Coordinator

PARK AND PARTNERS CONSULTANCY PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

PARK AND PARTNERS CONSULTANCY PTE. LTD. is partnering with an international financial services organisation to hire a Business Support Executive for its Private Wealth business in Singapore.

The role supports the Business Development team with sales, partner coordination, KYC and operational tasks for the High-Net-Worth client segment. The candidate should have a banking or insurance background, be detail-oriented, and comfortable in a fast-paced client-focused environment.

Qualifications

• 5 years of relevant experience within insurance and/or banking.
• Experience in business support, sales support, partner servicing or operations is advantageous.
• KYC, due diligence, onboarding or documentation exposure is highly relevant.
• Strong business judgement with analytical and decision-making capabilities.
• Proactive, independent and well-organised with good stakeholder management.

Responsibilities

• Act as a central coordination point supporting the Business Development team.
• Provide day-to-day sales support and coordinate partner/client documentation.
• Assist with preliminary KYC and due diligence requirements.
• Prepare quotations and client/partner presentations.
• Support quotation systems and tools and document translation when needed.
• Schedule meetings and manage team mailboxes and travel requests.
• Contribute to industry events, conferences and insurance summits.

Skills

Attention to detail

Communication

Time management

Client servicing

Education

Diploma or equivalent qualification

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

PARK AND PARTNERS CONSULTANCY PTE. LTD. is partnering with an international financial services organisation to hire a Business Support Executive for its Private Wealth business in Singapore.

The role supports the Business Development team with sales, partner coordination, KYC and operational tasks for the High-Net-Worth client segment. The candidate should have a banking or insurance background, be detail-oriented, and comfortable in a fast-paced client-focused environment.