Lead, Private Client Experience

Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High‑Net‑Worth (HNW) and Ultra‑High‑Net‑Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions. Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we co‑create bespoke strategies and provide high‑quality advice to support our clients long‑term wealth objectives.

You will be responsible for delivering a differentiated, end-to-end experience for Great Eastern's High Net Worth (HNW) clients. You will review experiences, physical or digital, to ensure that they are cohesive, relevant and aligned to Great Eastern's High Net Worth growth strategy and customer value proposition.

Private Client Experience Strategy and Governance

• Define the direction for the Private Client experience across lounge, events, and membership
• Establish clear experience principles, service standards, and governance frameworks for HNW engagement
• Ensure consistency of experience across Great Eastern physical and digital touch points, as well as partner touch points
• Alignment with HNW commercial objectives, including goals, target audience, budget, and success metrics

Private Client Lounge Operations

• Oversight on Lounge utilization, advisor adoption, cost efficiency, and client satisfaction
• Work with data team to track conversion rates of Lounge meetings and events

Signature Events and Client Engagement

• Own the roadmap for HNW client engagements and flagship events
• Oversee curation and execution of events, thought leadership and lifestyle experiences
• Set quality standards for content, partner speakers that aligns with target persona and themes

Private Client Membership & Partner Curation

• Provide oversight of the exclusive membership program, ensuring it delivers holistic value beyond insurance
• Identify, evaluate, onboard, manage strategic partners that align with the HNW business objectives
• Review partnership performance, relevance and strategic fit on an ongoing basis.

Stakeholder Management and Team Lead

• Collaborate with commercial proposition and business development teams to finetune market activation opportunities
• Collaborate with relevant stakeholders to create and curate digital content, including website copy, marketing videos, and social media visuals, ensuring strict alignment with our brand voice and objectives
• Coordinate with Brand and Marketing, Compliance and Legal teams to ensure all events and activities, associated content, partnership engagements adhere to regulatory requirements, internal brand and partner brand guidelines
• Lead a multi-disciplinary team, managing resources and budget

We are looking for people who

• Has a Bachelor's degree in marketing, communications or related field
• Has minimum 15 years of relevant experience in banking/finance or hospitality industry
• Demonstrates strong understanding of HNW client experience expectations
• Has strong knowledge of marketing disciplines across branding, event management, digital marketing and partnership management
• Is a strong communicator who can influence internal stakeholders and external partners

How you succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Who we are

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei.

The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of AA- by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia.

Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

To all recruitment agencies: Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.