PR/097875 | Assistant Manager / Manager - Middle Office (Client Services) - HNW Insurance Broker

Location: Singapore

About the Opportunity

Our client is a well-established wealth advisory and financial services firm seeking an experienced Assistant Manager / Manager, Middle Office to support business development, client servicing, and operational activities. This role is ideal for a highly organised professional who enjoys working in a client-facing environment while ensuring smooth execution of onboarding, documentation, and stakeholder coordination processes.

Key Responsibilities

Presentation & Business Support

• Prepare professional presentation materials for client meetings, business reviews, and stakeholder engagements.

• Develop clear and visually impactful comparisons, illustrations, and financial projections to support client discussions.

• Assist advisers and management with ad hoc reporting and business presentations.

Client Onboarding & Administration

• Coordinate client onboarding activities and ensure all required documentation is completed accurately and promptly.

• Arrange medical examinations and other requirements associated with insurance and financial product applications.

• Monitor application progress and coordinate with internal teams and external service providers to ensure timely completion.

Client & Partner Relationship Support

• Liaise with clients, business partners, and referral sources to obtain information and documentation.

• Manage follow-ups and maintain effective communication throughout the onboarding and servicing process.

• Ensure a high standard of client experience and responsiveness.

Business Development Support

• Support lead management and prospecting initiatives.

• Assist with meeting scheduling, pipeline tracking, and follow-up activities.

• Maintain accurate records of client and business development activities.

Meeting Coordination

• Organise and coordinate meetings with clients, partners, and stakeholders.

• Prepare meeting materials and ensure timely follow-up on agreed action items.

• Facilitate smooth communication between all parties involved.

Requirements

• Diploma or Degree in Business, Finance, Banking, Marketing, or a related discipline.

• Minimum 3 years of experience in middle office, client servicing, sales support, business support, insurance operations, or a related function.

• Prior exposure to insurance, wealth management, private banking, financial advisory, or financial services environments is highly advantageous.

• Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.

• Excellent interpersonal and communication skills.

• High attention to detail and strong administrative capabilities.

• Proficient in Microsoft Office applications, particularly PowerPoint and Excel.

• Professional, proactive, and able to handle confidential information with discretion.

Mandatory Requirement

✅ Holder of a valid RNF (Representative Notification Framework) licence registered with MAS.

What's on Offer

• Opportunity to join a reputable financial services organisation.

• Exposure to high-net-worth client servicing and wealth advisory operations.

• Collaborative and professional working environment.

• Competitive remuneration and career progression opportunities.

#LI-JACSG
#countrysingapore