Sales Support Executive - HNW Insurance & Wealth Solutions

NACBA; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

NACBA, a premier client-services firm, invites applications for a Client Services Coordinator role in Singapore. You will prepare compelling decks for the sales team, gather client information, and maintain high service standards to boost satisfaction and retention.

Ideal candidates hold a Diploma in Business Administration/Finance/Marketing, with 3–4 years in a support or client-service role, and are proficient in Microsoft Office.

Qualifications

• Diploma in a business, finance or related field.
• 3–4 years in a support, coordination or client-service role; familiarity with insurance processes is a plus.
• Strong organizational and time-management skills with minimal supervision.

Responsibilities

• Prepare presentation decks for the sales team to engage clients.
• Assist in gathering information and documents from clients and stakeholders.
• Maintain service standards to improve customer satisfaction and retention.
• Handle customer requests promptly and consistently.
• Ensure transactions comply with regulatory, compliance and internal audit requirements.
• Support sales to deliver high-net-worth client service and retention.
• Coordinate with customers, Business Support and service providers for timely processing.
• Organize and execute client prospecting activities and initial outreach.
• Schedule follow-ups and meetings with prospective and existing clients and partners.

Skills

Organisation

Time management

Verbal & written communication

Customer service

Education

Diploma in Business Administration/Finance/Marketing

Tools

Microsoft Office

Job description

Contract Type

Permanent

Location

Singapore, Singapore

Date Published

10-Sep-2026

Salary

The client is a HNW insurance broker firm.

Job responsibilities

• Prepare presentation decks for sales team usage for client engagement
• Assist in gathering relevant information and documentation from clients and relevant stakeholders.
• Maintain service standards to develop and improve customer satisfaction and retention
• Ensure that all customer requests are handled in a timely and consistent manner
• Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
• Support sales team to provide excellent service to high net-worth clients to achieve client retention
• Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
• Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
• Support follow-up and meeting scheduling with prospective and existing clients and partners.

Skills and requirements

• Diploma in Business Administration, Finance, Marketing, or related field.
• At least 3-4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.
• Strong organizational and time-management skills; able to multitask with minimal supervision
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Customer-focused with strong interpersonal and teamwork skills

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