Deskripsi Pekerjaan
Join Great Eastern Private, a legacy built on 117 years of heritage and financial strength under OCBC Group, as an Assistant Case Manager in our prestigious High Net Worth Centre of Excellence. This role offers the unique opportunity to work with Singapore's most affluent clientele, providing tailored financial solutions while upholding the highest standards of service excellence. You'll be part of a dynamic team dedicated to delivering personalized wealth management strategies in a fast-paced, client-centric environment. Position yourself for growth in Singapore's leading financial institution while contributing to the financial well-being of high-net-worth individuals and families.
Tanggung Jawab
- Support case management for high-net-worth clients, ensuring comprehensive financial planning solutions
- Coordinate with internal departments (underwriting, investments, claims) to deliver seamless client experiences
- Maintain accurate client documentation and digital records in compliance with regulatory standards
- Assist in developing client relationship strategies through proactive engagement and needs assessment
- Handle complex client inquiries and provide timely resolution across multiple service channels
- Prepare detailed case reports and documentation for management review and strategic planning
- Collaborate with team members to enhance service delivery processes and client satisfaction metrics
Kualifikasi
- Bachelor's degree in Business, Finance, Economics, or related field
- Minimum 2 years of experience in customer service, wealth management, or financial services
- Strong communication and interpersonal skills with ability to manage high-profile relationships
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems
- Detail-oriented with exceptional organizational and multitasking abilities
- Singaporean or PR with valid work authorization
- Knowledge of insurance products and regulatory compliance is advantageous