Business Support Executive – Private Wealth

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)