Current jobs related to Sales Operations Manager Wealth - Singapore - THE HACENS TALENT PTE. LTD.

  • Wealth Manager

    3 days ago

    Singapore Titans Private Wealth Full time

    Wealth Manager (New to industry / Career transition)Are you ready to start a career in wealth management?Titans Private Wealth is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a Wealth Manager . You will be provided with training across...

  • Wealth Management Specialist

    4 days ago

    Singapore WEALTH ASIA LLP Full time

    Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will play a vital role by...

  • Wealth Manager

    7 days ago

    Singapore Vastus Wealth Pte Ltd Full time

    As **Wealth Manager **your role is to: - Maintain and manage internal leads/referrals coming from the community - Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions - Maintain superior relationships by responding timely and accurately with our community to ensure a...

  • Part Time Wealth Manager

    3 weeks ago

    Singapore WEALTH ASIA LLP Part time

    Roles & ResponsibilitiesYou will participate in wealth management, sales and marketing activities, and receiving training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help...

  • Wealth Management Specialist

    3 days ago

    Singapore WEALTH ASIA LLP Full time

    **Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

  • Wealth Management Associate

    1 week ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    **Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...

  • Wealth Investment Advisor

    4 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us:Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

  • Apex Wealth Management Internship

    3 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and management•...

  • Apex Wealth Manager

    4 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

  • Wealth Management Associate

    4 days ago

    Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time

    Wealth Management Associate Get a head start to achieving financial independence by being your own boss Why get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost. Join the dynamic team at CO Wealth...

Sales Operations Manager Wealth

2 weeks ago

Singapore THE HACENS TALENT PTE. LTD. Full time

The Sales Operations Manager include pre-case coordination, new business submissions, and policy support for Sales Consultants. The role demands case management experience with HNW clients, strong organizational skills, knowledge of underwriting requirements.

**YOUR NEW JOB**:

- Provide sales & post-sales policy support to Sales Consultants.
- Prepare highlights, quotes, and insurer illustrations for Sales Consultants’ meetings.
- Ensure compliance with internal processes and proper documentation in the CRM.
- Manage new business submissions and collaborate with Sales Consultants until policy inception.
- Oversee monthly reporting to the bank.
- Address inquiries from internal and external stakeholders promptly.
- Perform occasional ad-hoc tasks within the Sales Operations Department as assigned.

**WHAT IS NEEDED FROM YOU**:

- Minimum 3 years of case management experience with HNW clients.
- Strong knowledge of insurers’ underwriting requirements for efficient case submissions.
- Proficient in using different software/apps to generate insurer illustrations.
- Technical expertise and functional skills to perform at a high level.
- Strong interpersonal skills for engaging with internal and external stakeholders.
- Ability to meet tight deadlines and handle multiple tasks efficiently.
- Highly organized and proactive in managing cases and daily tasks.
- Meticulous, with a strong focus on accuracy and precision.
- Adaptable to change and able to manage uncertainties effectively.
- Excellent verbal and written communication skills.
- Proficient in written & spoken Chinese for effective external communication with clients & internal stakeholders

**WHAT WILL MAKE YOU STAND OUT**:

- Experience in the insurance broking or insurance industry.
- Knowledge of the Singapore financial services market and UHNW needs
- Experience in the Private Banking Industry