Policy Servicing Consultant

about the company

Reputable High Net Worth Insurance Broker

about the job

• Policy Review & Client Servicing: Conduct annual policy reviews and in-force policy analysis with clients and private bankers, preparing structured review packages for servicing consultants.

• Portfolio & Relationship Growth: Identify upselling and cross-selling opportunities while managing day-to-day policy servicing requests from private banking partners, policy owners, and insurers.

• Multi-Stakeholder Coordination: Act as the central liaison between trustees, private banks, and insurers on complex offshore structures holding HNW policies.

• Compliance & Due Diligence: Manage client due diligence (CDD) for in-force policies, analyze client holding structures for AML/KYC reporting, and coordinate FATCA, UK CDOT, and OECD CRS regulatory requirements across insurers.

• Operational Excellence: Build, update, and maintain detailed Excel databases tracking client portfolios for seamless post-sales follow-ups and ongoing administration.

about the manager/team

Colloborative teammates with supportive manager

skills and experience required

• Education: Bachelor's degree in any discipline.

• Experience: 3 to 4 years of professional experience, preferably in insurance, private banking operations, or wealth management servicing.

• Technical & Structure Knowledge: Solid understanding of trust and corporate structures, alongside familiarity with CDD/KYC, FATCA, and CRS compliance frameworks.

• Language Skills: Bilingual fluency in English and Mandarin (written and spoken) to communicate effectively with Greater China clients, private banking partners, and regional institutions.

• Software Skills: High proficiency in Microsoft Office applications (particularly MS Excel).

To apply online please use the apply function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/R2091898)