Manager, Client Services

3 days ago


Singapur, Singapore Oliver James Full time

Join to apply for the Manager, Client Services role at Oliver James

Job details and role overview are provided below.

Overview

Job Title: Manager, Client Services – Singapore

Location: Singapore
Industry: Insurance / Wealth Management / Financial Services
Job Type: Full-time | Permanent
Salary: Competitive, commensurate with experience

About The Role

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
What We’re Looking For
  • 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
How To Apply

Please send your CV to (email protected) for a confidential discussion.

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