Manager Client Services

HPW SGP: IPG Financial Services Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

HPW SGP: IPG Financial Services Pte Ltd is seeking an insurance policy analyst to conduct annual reviews and analyze in-force policies with clients and private bankers. You will identify upsell opportunities, prepare review packs, and maintain client data in Excel sheets for servicing and post-sales follow ups.

The role requires 3–4 years of insurance experience, proficiency in Microsoft Office, and strong bilingual communication in English and Mandarin.

Qualifications

• Bachelor degree in any discipline.
• 3–4 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.

Responsibilities

• Conduct annual policy reviews and analysis of existing in-force policies with clients and their private bankers.
• Identify upsell and cross-sell 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

MS Office

Customer service

Communication skills

Bilingual English Mandarin

Trust & corporate structures

Education

Bachelor degree

Tools

Microsoft Excel

Job description

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

Howden began in 1994, as just three people and a dog. Now there are 23,000 of us, and we're a leading global insurance group, managing $37bn of premiums for our clients. Our largest shareholder group is us – the people who work in the business – supported by three long-term, minority growth-equity partners who share our vision to build a business to last, one that will never be sold. The owner's mindset is something that's embedded in our culture; our people readily take ownership of their decisions, their actions, and their outputs. They’re invested in every sense. And we all know that by working together to drive the business forward, everyone will benefit from the extraordinary results we can achieve.