- Location
- Singapore - 9 Straits View, #10-08
- Type
- Full-time
- Seniority
- Manager
- Closing date
- Today
- Source
- Workday
Description
- 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
Skills
AMLKYCComplianceUpselling