Sales Illustrations & Wealth Planning Operations Specialist

Gemini Personnel Group Limited; Singapore; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Malaysia seeks a meticulous Sales Illustrations & Wealth Planning Operations Specialist to handle complex life insurance illustrations and support wealth planners. This role requires a minimum of 2 years in financial services, a keen eye for detail, and strong proficiency under pressure. Join us to ensure accuracy in financial projections and maintain operational efficiency across regional offices.

Qualifications

• Minimum of 2 years of operational experience in financial services, especially life insurance.
• Proficiency in preparing complex life insurance illustrations.
• Strong attention to detail with financial calculations under pressure.

Responsibilities

• Prepare and deliver complex life insurance sales illustrations.
• Ensure accuracy in financial projections per regulatory standards.
• Support Wealth Planners in client meetings with detailed presentations.
• Collaborate with insurers to resolve illustration queries.
• Conduct User Acceptance Testing for new software releases.
• Update Standard Operating Procedures for operations workflow.
• Manage client-facing documentation and policy records.

Skills

Financial analysis

Detail-oriented

Communication

User Acceptance Testing (UAT)

Job description

Our client a leading financial advisory firm specializing in international insurance and inter-generational wealth planning solutions is seeking a meticulous and high-performing Sales Illustrations & Wealth Planning Operations Specialist to join our team in Malaysia under the Operations Team.

Responsibilities

• Prepare, analyze, and deliver highly complex international life insurance sales illustrations and quotations, focusing on structures involving jumbo life policies and inter-generational wealth transfer strategies.
• Ensure all financial projections are calculated with absolute accuracy and strictly comply with the guidelines of our global top-rated insurance partners and relevant regulatory bodies.
• Act as a subject matter expert on product mechanics and illustration capabilities, supporting Wealth Planners and Relationship Managers by preparing detailed presentation materials for client meetings.
• Collaborate directly with global insurers operations teams to resolve complex illustration queries and negotiate terms.
• Conduct thorough User Acceptance Testing (UAT) for new illustration software releases, quoting modules, and product system implementations to maintain functional integrity and data reliability.
• Develop, maintain, and rigorously update Standard Operating Procedures (SOPs) for the quoting and operations workflow, promoting consistency and maximizing operational efficiency across our regional offices.
• Manage and archive client-facing documentation and internal policy records in compliance with audit and regulatory standards.

Requirements

• Minimum of 2 years of operational experience within the financial services industry, specifically within life insurance brokerage, wealth management, or private banking operations.
• Demonstrated proficiency in preparing complex life insurance illustrations (e.g., Universal Life, Whole Life) and an understanding of their use in wealth planning contexts.
• Exceptional attention to detail, a methodical approach to financial calculation, and a strong commitment to delivering accurate work under pressure.