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
