UHNW Client Services Lead — Global Insurance Solutions

Howden Private Wealth

Singapore

On-site

SGD 60,000 - 90,000

Full time

31 hours ago

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Job summary

Howden Private Wealth in Singapore is seeking an insurance-focused professional to support UHNW client servicing. You will conduct annual policy reviews, analyze in-force policies with clients and private bankers, and identify upselling opportunities.

The role requires 3–4 years of experience in insurance, a Bachelor degree, proficiency with Microsoft Office, and strong English communication plus Mandarin. You will coordinate AML/KYC, liaise with trustees, banks and insurers, and strive to

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).

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.
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.