Great Eastern Hiring! Full Time Manager - High Net Worth Distribution in - Ricebowl

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
  
  

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.

Work Locations

SG-GE Centre

Job

Premier Wealth