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Ethos BeathChapman
Singapore, SINGAPORE
(on-site)
Posted
1 day ago
Ethos BeathChapman
Singapore, SINGAPORE
(on-site)
Job Function
Accounting/Finance
Business Manager - HNW Insurance & Wealth Solutions
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Business Manager - HNW Insurance & Wealth Solutions
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Contract Type:Permanent
Location:
Singapore, Singapore
Date Published:
26-Aug-2026
Salary:
The client is a HNW insurance broker firm. Job responsibilities
- Prepare presentation decks for sales team usage for client engagement
- Assist in gathering relevant information and documentation from clients and relevant stakeholders.
- Maintain service standards to develop and improve customer satisfaction and retention
- Ensure that all customer requests are handled in a timely and consistent manner
- Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
- Support sales team to provide excellent service to high net-worth clients to achieve client retention
- Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
- Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
- Support follow-up and meeting scheduling with prospective and existing clients and partners.
- Diploma in Business Administration, Finance, Marketing, or related field.
- At least 3-4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.
- Strong organizational and time-management skills; able to multitask with minimal supervision
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Excellent written and verbal communication skills
- Customer-focused with strong interpersonal and teamwork skills
Job ID: 85731424
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