Manager Client Services Job in Howden Group

Manager Client Services

SG, Singapore

https://sg.mncjobz.com/company/howden-group

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Job Description

Job ResponsibilitiesConduct 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 RequirementsPossess 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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