- 1 SCOTTS ROAD Central Region (Singapore) Singapore
Working Location
Job Description
Responsibilities
The Opportunity
Role Overview
In this role, you will :
1. provide middle-office operational support for High Net Worth (HNW) products, with main focus on Variable Universal Life (VUL) policies
2. own case management for VUL policies, ensuring processes are executed in line with operational standards and applicable regulatory/compliance guidelines;
3. deliver consistent service to policyholders and advisers across distribution channels;
Key Responsibilities
1. Coordinate with custodians and asset managers to manage and resolve VUL-related transaction rocessing and operational queries.
2. Input and validate monthly VUL policy valuations
3. Monitoring of VUL policy liquidity and policy value
4. Monitoring of underlying assets, including checks relating to sanctions exposure, illiquidity, and suitability considerations.
5. Ensure all required documentation is complete, properly maintained, and archived to support ad hoc audit and control requests.
6. Maintain and update Standard Operating Procedures (SOPs) to reflect current processes, controls, and regulatory expectations.
7. Produce and maintain internal and regulatory reporting, ensuring accuracy, timeliness, and traceability.
8. Deliver additional HNW operational tasks and project support as assigned by the manager.
Qualifications and Experience
Next Step
Amos Tan Jun Han
EA LIcence No.91C2918
Personnel Registration No. R23113385
Important Information
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