Policy Servicing Consultant (HNW Insurance & Wealth Solutions)

BEATHCHAPMAN (PTE. LTD.); Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Résumé du poste

BeathChapman Pte Ltd is seeking detail-oriented professionals to oversee post-sales servicing for HNW clients in Singapore. You will coordinate policy reviews with private bankers, prepare servicing materials, and liaise with banks, insurers and trustees on policy administration and regulatory requirements.

The role emphasizes client relationship support, due diligence, and regulatory compliance to uphold a high standard of service for UHNW clients.

Qualifications

• 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.

Responsabilités

• 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.

Formation

Bachelor's degree in wealth management

Description du poste

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.

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