Manager Client Services

Howden; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a dedicated candidate to manage annual insurance policy reviews and support client servicing requests. The ideal applicant should hold a Bachelor's degree and possess 3 to 4 years of experience in the insurance sector, alongside proficiency in Microsoft Office. Strong bilingual communication skills in English and Mandarin are essential for liaising with clients and bank partners. This role offers a comprehensive engagement in the insurance process, focusing on service quality enhancement.

Qualifications

• Have at least 3 to 4 years of work experience, preferably with knowledge in insurance.
• Good understanding of trust and corporate structures.

Responsibilities

• Conduct annual policy reviews and analysis of existing in-force policies with clients.
• Identify upselling and cross-selling opportunities.
• Handle all policy servicing requests from private banking partners.

Skills

Customer service skills

Communication skills (bilingual in English and Mandarin)

Proficiency in Microsoft Office

Education

Bachelor's degree in any discipline

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