Sales Support Ops, High Net Worth

Singapore Permanent
  • Excellent opportunity to join the world's largest investment advisory
  • Great working environment

About Our Client

Our client is the world's largest investment advisory with over US$300 billion outsourced AUM and with offices in 43 countries and operations in 130 countries.

Job Description

  • Provide support throughout the case lifecycle.
  • Addressing inquiries related to clients' medical examinations, cross-referencing medical reports with records prior to processing, and managing queries related to policy issuance and other matters.
  • Regularly updating the High Net Worth (HNW) standard operating procedure manual to reflect any changes or updates.
  • Participating in operational training sessions for both internal and external stakeholders, including financial representatives and partners.
  • Contributing to the improvement of internal processes to enhance productivity and efficiency.
  • Ensuring the timely acknowledgement and processing of documents.

The Successful Applicant

  • Diploma/Degree holder with a minimum of 2 years of experience, preferably within the banking or insurance industry.
  • Experience in relevant role supporting HNW clients is a bonus
  • Proficiency in Microsoft Office applications

What's on Offer

  • Excellent opportunity to join the world's largest investment advisory
Amber Chang
Quote job ref
Phone number
+65 6541 9921

Job summary

Banking & Financial Services
Sub Sector
Sales Assistant
What is your area of specialisation?
Financial Services
Contract Type
Consultant name
Amber Chang
Consultant contact
+65 6541 9921
Job Reference

Diversity & Inclusion at Page Personnel

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.