The posting
about the company.
An established global insurance broker dedicated to providing comprehensive wealth management solutions for high-net-worth clients across the region.
about the job.
Partner closely with high-net-worth clients and internal stakeholders to manage complex account operations, ensuring seamless service delivery and high-touch relationship management.
- Oversee end-to-end operational support and account servicing for premier wealth management clients.
- Collaborate with internal teams to manage complex transactional, administrative, and documentation requirements.
- Maintain strong client relationships by addressing operational queries and delivering customized service solutions.
- Monitor operational risks and ensure alignment with internal governance and external regulatory frameworks.
- Assist in streamlining operational workflows to enhance client onboarding and service efficiency.
skills and experience required.
- Proven track record in case management, client servicing, or operational support within private banking or wealth management.
- Deep knowledge of banking operations, client onboarding processes, and regulatory compliance standards.
- Excellent interpersonal and communication skills to effectively engage with sophisticated clients and internal business partners.
- Strong problem-solving ability with sharp attention to detail in managing complex client requests.
- Degree in Finance, Business Administration, or a related discipline.
Please click on the 'apply' button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 / R26163708)



