Manager Client 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