Quick Summary
Technical Tools
OtherClient Services
- 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
Location & Eligibility
Where is the job
Singapore
On-site within the country
Who can apply
SG
Listing Details
- Posted
- October 6, 2026
- First seen
- October 6, 2026
- Last seen
- October 6, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 54%
- Scored at
- October 6, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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