Manager Client Services
Howden
Job Responsibilities
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
Job Requirements
Possess 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