summary

singapore river
permanent
full-time

specialism
insurance
sub specialism
operations
reference number
91M0274673_5597198154623684080

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job details

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)

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)

experience
10 years
skills
private banking, wealth management, high net worth, case management, account operations, client onboarding, relationship management, account servicing, regulatory compliance, operational risk, stakeholder management, transaction management
qualifications
Bachelor's Degree / Diploma
education
Bachelor Degree

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tori quak

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high net worth case manager.

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