- Singapore
全职 Manager Client Services 工作, 薪水, Howden Group 公司招聘中 - Ricebowl
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工作地点
职位描述
岗位职责
- 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
重要安全守则
申请工作时，切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容，请举报此招聘广告。
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