Manager Client Services
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Key details
- Location
- Singapore
- Work style
- Onsite
- Level
- Senior
- Job type
- Full-time
- Function
- Customer success & Support
- Focus area
- other
- Posted
- 1w ago
Skills
amlcross-sellingdue diligencekycupselling
About the role
- 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
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