Manager Client Services
Singapore - 79 Robinson Road Full time Job Responsibilities
- Conduct annual policy reviews and analysis of existing in-force policies with clients and their private bankers
- Identify upselling and cross-selling opportunities
- Prepare clients’ annual review packs for servicing consultants
- Prepare, create, populate various excel worksheets on client information for client servicing and post-sales follow ups
- Handle all policy servicing requests from private banking partners, policy owners and insurers
- Act as a liaison between trustees, bank and insurers on offshore structure holding HNW insurance policies
- Managing client due diligence (in-force HNW policies)
- Coordinate FATCA, UK CDOT and OECD CRS requirements for the various insurers
- Identify client’s holding structure for compliance and AML regulations for KYC reporting
- Enhance service quality for clients and private banking partners
Job Requirements
- Possess at least a Bachelor degree in any discipline
- At least 3 to 4 years of work experience, preferably with knowledge in insurance
- Proficient in Microsoft Office
- Strong customer service and communication skills (bilingual in English and Mandarin)
- Good understanding of trust and corporate structures