Policy Servicing Consultant — HNW Insurance & Wealth Solutions

Ethos BeathChapman; Singapore; Presencial; SGD 60.000 - 100.000; Jornada completa

Descripción de la vacante

BeathChapman Pte Ltd is seeking detail-oriented professionals to oversee post-sales servicing and policy reviews for HNW clients in Singapore. You will work closely with private bankers, insurers, trustees, and internal stakeholders to ensure seamless policy administration and client support.

Responsibilities include annual policy reviews, regulatory documentation, and upselling opportunities, while maintaining meticulous client records and reporting.

Formación

• Bachelor's degree with minimum 3 years of relevant experience in the wealth management industry.
• Knowledge of HNW life insurance, trust arrangements and corporate holding structures is advantageous.
• Familiarity with policy servicing, client due diligence and regulatory compliance requirements.

Responsabilidades

• Oversee ongoing servicing of HNW life insurance policies with timely resolution of client requests.
• Conduct annual policy reviews with clients and private bankers, identifying upselling opportunities.
• Prepare annual policy review reports, client documentation and servicing materials.
• Liaise with private banks, insurers and trustees on policy administration and offshore structures.
• Coordinate client due diligence and regulatory documentation (KYC, AML, FATCA, UK CDOT, CRS).
• Maintain accurate client records, servicing reports and policy information.
• Build strong relationships with clients and business partners to deliver high standard of service.

Conocimientos

Client servicing

Relationship management

KYC/AML regulatory

Educación

Bachelor's degree

Descripción del empleo

About the Role

Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.

They are seeking detail-oriented and client-focused individuals to oversee post-sales servicing, policy reviews, and client relationship support, working closely with private bankers, insurers, trustees, and internal stakeholders.

Key Responsibilities

• Manage ongoing servicing of HNW life insurance policies, ensuring timely and effective resolution of client requests.


• Conduct annual policy reviews with clients and private bankers, identifying opportunities for upselling.


• Prepare annual policy review reports, client documentation and servicing materials.


• Liaise with private banks, insurers and trustees on policy administration and offshore insurance holding structures.


• Coordinate client due diligence and regulatory documentation, including KYC, AML, FATCA, UK CDOT and CRS requirements.


• Maintain accurate client records, servicing reports and policy information.


• Build strong relationships with clients and business partners to deliver a high standard of service.

Requirements

• Bachelor's degree with minimum 3 years of relevant experience in the wealth management industry.


• Knowledge of HNW life insurance, trust arrangements and corporate holding structures is advantageous.


• Familiarity with policy servicing, client due diligence and regulatory compliance requirements.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112