
Manager, Client Services
3 days ago
Join to apply for the Manager, Client Services role at Oliver James
Job details and role overview are provided below.
OverviewJob Title: Manager, Client Services – Singapore
Location: Singapore
Industry: Insurance / Wealth Management / Financial Services
Job Type: Full-time | Permanent
Salary: Competitive, commensurate with experience
We are hiring a Manager, Client Services for a global insurance platform (confidential client) to lead client servicing operations across High-Net-Worth (HNW) and Financial Adviser (FA) channels in Singapore.
This leadership role reports directly to regional operations leadership (based in the Isle of Man) with a dotted line to the Singapore CEO . You will manage a total of 5 direct reports across 3 teams, covering pre-sale, post-sale, and adviser servicing workflows. The role requires strong people leadership, operational oversight, and the ability to collaborate across global time zones and cultures.
Key Responsibilities- Lead 3 client servicing teams:
- HNW Team – 3 Business Support Managers (case management)
- FA Channel Teams – 2 Team Leaders (Utmost International & Utmost Worldwide)
- Drive service excellence across pre-sale and post-sale processes
- Manage onboarding flows, custodian account setup, and AML/KYC coordination
- Collaborate with Sales, Compliance, and external underwriters to support business outcomes
- Act as the key operational liaison between Singapore and head office teams in Isle of Man and Guernsey
- Identify process inefficiencies, resolve pain points, and foster a high-performance, non-hierarchical culture
- 10+ years of experience in life insurance, HNW wealth operations, or financial services
- Proven leadership of client servicing or operations teams
- Strong communication and stakeholder engagement across global offices
- Experience dealing with underwriters, financial advisers, and complex onboarding requirements
- Familiarity with AML/KYC regulations and custodial processes is highly preferred
- Personable, pragmatic leadership style – confident without micromanagement
- Singapore-based candidates only
Please send your CV to (email protected) for a confidential discussion.
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