Manager Client Services

HyperiongrpWorkdaySingapore - 9 Straits View, #10-08

Posted 6 OctFound 24 OctClosed 1 Nov

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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