HNW Policy Servicing Consultant for Offshore Structures

Ethos BeathChapman; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

BeathChapman Pte Ltd is seeking a proactive Policy Servicing Consultant to deliver high-standard post-sales support for High-Net-Worth insurance clients in Singapore.

You will manage end-to-end servicing, conduct annual policy reviews, and coordinate with trustees, private banks and insurers while ensuring KYC/AML/CRS compliance and accurate record-keeping. Mandarin-English communication is required to engage with Mandarin-speaking stakeholders.

Qualifications

• Bachelor's degree in any discipline.
• 3–4 years of experience in client servicing, operations, or policy administration within insurance or financial services.
• Knowledge of HNW insurance, trusts, and corporate structures is preferred.
• Familiarity with KYC, AML, FATCA, and CRS requirements.
• Proficient in Microsoft Office, particularly Excel.
• Strong communication, stakeholder management, and customer service skills.
• Proficiency in English and Mandarin is required to communicate effectively with Mandarin-speaking clients and stakeholders.

Responsibilities

• Manage end-to-end servicing of HNW insurance policies and respond to client, private banker, and insurer enquiries.
• Conduct annual policy reviews and identify upselling and cross-selling opportunities.
• Prepare client review packs, servicing reports, and policy documentation.
• Coordinate with trustees, private banks, and insurers on offshore insurance structures.
• Support client due diligence, KYC, AML, FATCA, CRS, and other regulatory requirements.
• Maintain accurate client records and ensure timely follow-up on servicing requests.
• Build strong relationships with clients and business partners while delivering a high standard of service.

Skills

HNW insurance knowledge

Trusts & corporate structures

KYC/AML/CRS/FATCA

MS Excel

Stakeholder management

Client servicing

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

BeathChapman Pte Ltd is seeking a proactive Policy Servicing Consultant to deliver high-standard post-sales support for High-Net-Worth insurance clients in Singapore.

You will manage end-to-end servicing, conduct annual policy reviews, and coordinate with trustees, private banks and insurers while ensuring KYC/AML/CRS compliance and accurate record-keeping. Mandarin-English communication is required to engage with Mandarin-speaking stakeholders.