High Net Worth Insurance Operations Support Associate

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

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 :

1. deliver middle-office administrative assistance for affluent client insurance plans, focusing primarily on Variable Universal Life contracts
2. take full ownership of case management for these life policies, ensuring all workflows meet internal service criteria and follow legal frameworks
3. provide reliable support and high-quality solutions to policy owners and distribution professionals across all networks

Key Responsibilities

1. Liaise with financial custodians and investment managers to handle and resolve policy transaction workflows and administrative questions
2. Enter and verify the monthly asset valuations for these complex life insurance accounts
3. Track the cash positioning, asset liquidity, and overall value of active policies
4. Audit underlying portfolio holdings to flag sanction risks, liquidity constraints, and investment fit
5. Ensure all required documentation is complete, properly maintained, and archived to support ad hoc audit and control requests.
6. Review and refresh standard operating manuals to keep pace with changing operational steps, risk checks, and legal mandates
7. Generate and file internal summaries alongside compliance disclosures, ensuring precise data tracking and on-time delivery
8. Deliver additional HNW operational tasks and project support as assigned by the manager.

Qualifications and Experience

1. Possess a minimum of 3 years of professional background in asset custody workflows or investment management support inside a banking institution or investment house
2. Hold a practical grasp of banking settlements, portfolio custody, life insurance administration, and corresponding local compliance mandates
3. Good service mindset with the ability to manage priorities, maintain control discipline, and multi-task effectively.
4. Highly competent in administrative execution; meticulous with strong attention to detail and documentation standards.
5. Collaborative team player with good interpersonal, and communication skills.
6. Proficient in Microsoft Office Applications (Excel, Powerpoint and Word)
   

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