- Outram Central Region (Singapore) Singapore
全职 Business Support Executive – Private Wealth 工作, 薪水 up to SGD 5,000, PARK AND PARTNERS CONSULTANCY PTE. LTD. Central Region (Singapore) 公司招聘中 - Ricebowl
Business Support Executive – Private Wealth
PARK AND PARTNERS CONSULTANCY PTE. LTD.
分享
保存
工作地点
职位描述
岗位职责
About the Role
We are partnering with an established
international financial services organisation
to hire a
Business Support Executive
within its Private Wealth business.
This role will work closely with the Business Development team, providing end-to-end
sales and business support, partner coordination, preliminary KYC/due diligence and operational support
for the High-Net-Worth client segment.
This would suit someone from an
insurance or banking background
who is organised, detail-oriented and comfortable working in a fast-paced, client-focused environment.
Key Responsibilities
Act as a central coordination point supporting the
Business Development team
.
Provide day-to-day sales support, including preparation and coordination of
partner and client documentation
.
Support
preliminary KYC and due diligence
requirements.
Assist with the preparation of
quotations and client/partner-specific presentations
.
Support the maintenance and development of
quotation systems and tools
.
Coordinate document translation where required.
Schedule meetings, appointments and other Business Development activities.
Manage and monitor the team's general mailboxes.
Prepare and maintain travel requests, reports, agreements and other business documentation.
Support the preparation and coordination of
industry events, conferences and insurance summits
.
Perform KYC checks on new consultants and partners for onboarding.
Maintain and update consultant and partner information within internal systems.
Liaise with Operations on the transfer of active policies to new servicing consultants.
Support ongoing
partner management and servicing activities
.
Requirements
Diploma or equivalent qualification.
Approximately
5 years of relevant experience within the insurance and/or banking industry
.
Prior experience in
business support, sales support, distribution support, partner servicing or operations
would be advantageous.
Exposure to
KYC, due diligence, client/partner onboarding or documentation
would be highly relevant.
Strong business judgement with good analytical and decision-making skills.
Proficient in
Microsoft Excel, Word and PowerPoint
.
Proactive, resourceful and able to work independently.
Detail-oriented with strong organisational and time-management capabilities.
Good communication and stakeholder-management skills.
Why Consider This Opportunity?
This is an excellent opportunity for an experienced banking or insurance professional looking to build further exposure within the
Private Wealth / High-Net-Worth segment
.
You will work closely with the Business Development team and gain broad exposure across
sales support, partner management, KYC, quotations, client documentation and business operations
.
Please note only shortlisted candidates will be contacted.
Shirley Tan (EA Licence Number: 25S2710 /Registration ID: R21103665)
We are partnering with an established
international financial services organisation
to hire a
Business Support Executive
within its Private Wealth business.
This role will work closely with the Business Development team, providing end-to-end
sales and business support, partner coordination, preliminary KYC/due diligence and operational support
for the High-Net-Worth client segment.
This would suit someone from an
insurance or banking background
who is organised, detail-oriented and comfortable working in a fast-paced, client-focused environment.
Key Responsibilities
Act as a central coordination point supporting the
Business Development team
.
Provide day-to-day sales support, including preparation and coordination of
partner and client documentation
.
Support
preliminary KYC and due diligence
requirements.
Assist with the preparation of
quotations and client/partner-specific presentations
.
Support the maintenance and development of
quotation systems and tools
.
Coordinate document translation where required.
Schedule meetings, appointments and other Business Development activities.
Manage and monitor the team's general mailboxes.
Prepare and maintain travel requests, reports, agreements and other business documentation.
Support the preparation and coordination of
industry events, conferences and insurance summits
.
Perform KYC checks on new consultants and partners for onboarding.
Maintain and update consultant and partner information within internal systems.
Liaise with Operations on the transfer of active policies to new servicing consultants.
Support ongoing
partner management and servicing activities
.
Requirements
Diploma or equivalent qualification.
Approximately
5 years of relevant experience within the insurance and/or banking industry
.
Prior experience in
business support, sales support, distribution support, partner servicing or operations
would be advantageous.
Exposure to
KYC, due diligence, client/partner onboarding or documentation
would be highly relevant.
Strong business judgement with good analytical and decision-making skills.
Proficient in
Microsoft Excel, Word and PowerPoint
.
Proactive, resourceful and able to work independently.
Detail-oriented with strong organisational and time-management capabilities.
Good communication and stakeholder-management skills.
Why Consider This Opportunity?
This is an excellent opportunity for an experienced banking or insurance professional looking to build further exposure within the
Private Wealth / High-Net-Worth segment
.
You will work closely with the Business Development team and gain broad exposure across
sales support, partner management, KYC, quotations, client documentation and business operations
.
Please note only shortlisted candidates will be contacted.
Shirley Tan (EA Licence Number: 25S2710 /Registration ID: R21103665)
重要安全守则
申请工作时，切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容，请举报此招聘广告。
了解更多