Business Management Support– High Net Worth Distribution (Agency & Banca)

The role reports to AVP – Business Management High Net Worth (HNW) Distribution (Agency & Banca) and is responsible to provide business support for Agency and Bank channels. The role will also participate and assist the AVP – Business Management in projects related to process improvement 

• Oversee and provide dedicated business support to ensure smooth operational processes, including financing matters on HNW pre-case submissions from Agency. 
• Provide timely and quality service and response on HNW related queries by working with both internal and external stakeholders. 
• Oversee and ensure accurate and timely processing of financing applications and accurate preparation of reporting and documentation on all matters pertaining to financing. 
• Provide co-ordination support with financing partners on the financing facility approval for new products and assist in the onboarding process for new financing partners, distributors and vendors. 
• Provide co-ordination support with financing partners on the pre and post financing and to organize financing workshops and trainings to Agency channel. 
• Facilitate and conduct periodic check and update department information and operating guidelines pertaining to financing and other operational matters. 
• Assist and facilitate in the coordination, appointment and reservation of concierge services for HNW clients and Agency HNW representative under Agency HNW recognition program. 
• Ensure adherence to regulatory requirements and internal policies to mitigate risks. 
• Lead/ Participate in projects undertaken by the team. 

• Prepare and disseminate bulletin pertaining to financing and all other operational matters 

• Sourcing and onboarding of HNW concierge services providers ensure adherence to Group procedures and policies. 
• Coordinate Training for Representatives on technical areas such as Premium Financing and AML. 
• Any other tasks and duties assigned by the Team Lead or Head of Department

• Diploma or Degree holder 
  
• Experience in Middle Office or High Net Worth (HNW) operations is preferred 
  
• Proficient in Microsoft Office Applications (Excel, Powerpoint & Word) 
  
• Self-motivated, committed and possess initiative and drive in the job 
  
• Ability to work under pressure and multi task 
  
• Meticulous and able to work independently 
  
• Good team player with strong interpersonal and communication skills