High Net Worth Insurance Operations Support Associate

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg 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) By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.