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

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