The posting
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
The Opportunity
My team is partnering with a leading bank to look for a High Net Worth Insurance Operations Support Associate. It starts off as contract role with the opportunity to convert to Permanent.
Role Overview
In this role, you will :
- deliver middle-office administrative assistance for affluent client insurance plans, focusing primarily on Variable Universal Life contracts
- take full ownership of case management for these life policies, ensuring all workflows meet internal service criteria and follow legal frameworks
- provide reliable support and high-quality solutions to policy owners and distribution professionals across all networks
Key Responsibilities
- Liaise with financial custodians and investment managers to handle and resolve policy transaction workflows and administrative questions
- Enter and verify the monthly asset valuations for these complex life insurance accounts
- Track the cash positioning, asset liquidity, and overall value of active policies
- Audit underlying portfolio holdings to flag sanction risks, liquidity constraints, and investment fit
- Ensure all required documentation is complete, properly maintained, and archived to support ad hoc audit and control requests.
- Review and refresh standard operating manuals to keep pace with changing operational steps, risk checks, and legal mandates
- Generate and file internal summaries alongside compliance disclosures, ensuring precise data tracking and on-time delivery
- Deliver additional HNW operational tasks and project support as assigned by the manager.
Qualifications and Experience
- Possess a minimum of 3 years of professional background in asset custody workflows or investment management support inside a banking institution or investment house
- Hold a practical grasp of banking settlements, portfolio custody, life insurance administration, and corresponding local compliance mandates
- Good service mindset with the ability to manage priorities, maintain control discipline, and multi-task effectively.
- Highly competent in administrative execution; meticulous with strong attention to detail and documentation standards.
- Collaborative team player with good interpersonal, and communication skills.
- Proficient in Microsoft Office Applications (Excel, Powerpoint and Word)
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