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Urgent! Associate - High Net Worth Client Management Job Opening In Singapore, Singapore – Now Hiring Great Eastern
Overview
Associate - High Net Worth Client Management
You are required to provide case management of High Net Worth (HNW) cases for all channels (Agency, Financial Advisers, Bancassurance, Brokers), including the fulfilment process for Agency financing submissions.
Responsibilities
Prelim submissions: Co-ordinate prelim enquiry submissions and ensure fast turnaround for requirement gathering.
Formal submissions: Co-ordinate submission of formal applications, ensuring completeness of submission documentation & receipt of the hardcopy proposal pack.
Provide timely updates re Letter of Conditional Acceptance (LCA) and Standard Letter of Query (SLQ).
Handle queries related to submitted preliminary and formal cases.
Provide regular & timely pending cases update to the distribution platform (BDMs and Distribution Reps).
Facilitate premium financing applications as part of case management.
Track and maintain agreed Turnaround times for all HNW submissions and financing applications.
Preparation of regular reports on financing submissions and Cash Surrender Values (CSVs) for all financing partners.
Familiarise with the underwriting process.
Any other tasks and duties assigned by the Team Lead or Head of Department.
Provide critical liaison and build strong business relationship between NBU and distribution channels.
Support department Business Continuity Management activities and meet Compliance requirements for business continuity planning
Coordinate and liaise with internal stakeholders on Audit/ Compliance Reporting.
Update, maintain and organize HNW Client Management Standard Operating Procedures (SOPs).
Ensure all department KPIs are achieved.
Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
Highlights any potential concerns /risks and proactively shares best risk management practices
Qualifications
1 to 2 years of relevant case management experience in the insurance sector.
Excellent interpersonal and communication skills.
Problem solving skills and business acumen.
Degree with at 1 to 2 years’ experience in HNW Case management.
Non-degree holders who have relevant experience may be considered.
Good team player with strong analytical skills & ability to work under pressure.
Good interpersonal and communication skills.
High level of integrity, take accountability of work and good attitude over teamwork.
Take initiative to improve current state of things and adaptable to embrace new changes.
What Success Looks Like
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.
Work Locations
SG-GE Centre
Job Details
Underwriting
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance, Financial Services, and Banking
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.
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Unlock Your Associate High Potential: Insight & Career Growth Guide
Real-time Associate High Jobs Trends in Singapore, Singapore (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Associate High in Singapore, Singapore using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 9848 jobs in Singapore and 8610 jobs in Singapore. This comprehensive analysis highlights market share and opportunities for professionals in Associate High roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Great Eastern is currently hiring and seeking a Associate High Net Worth Client Management to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Associate High Net Worth Client Management Jobs Singapore.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Great Eastern adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Associate High Net Worth Client Management Jobs Singapore varies, but the pay scale is rated "Standard" in Singapore. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
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