Client Services Lead - HNW Policy & Compliance

Howden Group Holdings; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Howden Group Holdings seeks an experienced policy servicing professional in Singapore to conduct annual reviews of in-force policies with clients and bankers. You will identify upsell opportunities and prepare annual review packs for servicing teams.

You will handle servicing requests, liaise with trustees, banks, and insurers on offshore structures, and coordinate FATCA, UK CDOT and CRS requirements while ensuring AML/KYC compliance.

Qualifications

• Bachelor degree in any discipline.
• Proficient in Microsoft Office and strong communication skills.
• Bilingual in English and Mandarin with good customer service abilities.

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.

Skills

Bilingual English/Mandarin

Customer service

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Howden Group Holdings seeks an experienced policy servicing professional in Singapore to conduct annual reviews of in-force policies with clients and bankers. You will identify upsell opportunities and prepare annual review packs for servicing teams.

You will handle servicing requests, liaise with trustees, banks, and insurers on offshore structures, and coordinate FATCA, UK CDOT and CRS requirements while ensuring AML/KYC compliance.