Job Description

We are looking for an experienced Insurance Operations Specialist (High Net Worth). In this role, you will provide middle-office operational support for High Net Worth (HNW) products, with main focus on Variable Universal Life (VUL) policies.

Key Responsibilities:

Oversee monthly VUL policy valuations, liquidity monitoring, and asset suitability/sanctions checks.
Coordinate directly with external custodians and asset managers to resolve complex operational queries.
Identify workflow improvements, update SOPs, and maintain audit-ready documentation and regulatory reporting.
Partner with internal stakeholders to refine the customer journey and streamline middle-office processes.

Qualifications:

Diploma or Bachelor's Degree in Finance, Banking, Business Administration, or related field
4+ years of experience in custody or investment operations within a bank or financial institution
Knowledge of investment, custodial, and life insurance processes, including local regulations
Strong service orientation, ability to prioritize, and multi-task effectively
Meticulous with documentation and detail-oriented in execution
Good team player with strong communication skills and proficiency in Microsoft Office suite

Interested candidates may apply through the application system or send it to [Confidential Information]. Shortlisted candidates will be notified.

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Morgan McKinley Pte Ltd
Koh Boon Sien
EA Licence No: 11C5502
EA Registration No. R1110345