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