Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
They are seeking detail-oriented and client-focused individuals to oversee post-sales servicing, policy reviews, and client relationship support, working closely with private bankers, insurers, trustees, and internal stakeholders.
Key Responsibilities
- Manage ongoing servicing of HNW life insurance policies, ensuring timely and effective resolution of client requests.
- Conduct annual policy reviews with clients and private bankers, identifying opportunities for upselling.
- Prepare annual policy review reports, client documentation and servicing materials.
- Liaise with private banks, insurers and trustees on policy administration and offshore insurance holding structures.
- Coordinate client due diligence and regulatory documentation, including KYC, AML, FATCA, UK CDOT and CRS requirements.
- Maintain accurate client records, servicing reports and policy information.
- Build strong relationships with clients and business partners to deliver a high standard of service.
Requirements
- Bachelor's degree with minimum 3 years of relevant experience in the wealth management industry.
- Knowledge of HNW life insurance, trust arrangements and corporate holding structures is advantageous.
- Familiarity with policy servicing, client due diligence and regulatory compliance requirements.
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Ethos BeathChapman (EBC) is a global, award-winning executive search firm connecting exceptional talent with leading companies. We deliver future-ready solutions through executive search, interim contracting, talent mapping, and market intelligence.
Our expertise spans Technology, Financial Services, Fintech, Legal, Risk, Compliance, Industrial, and Consumer sectors. EBC is part of Will Group, a Tokyo-listed global HR solutions company, with offices in Singapore, Hong Kong, Australia, and the UK.
As part of Will Group Asia Pacific, we are connected to a collective of 10 HR brands operating in over 25 countries. This alliance gives us access to 9,300+ contractors, 540+ employees, and 6,000+ supported clients across 55+ industries. By leveraging Will’s extensive portfolio, innovative HR technology, and data-driven insights, we deliver agile, scalable, and impactful talent solutions. With deep market knowledge and a personalised approach, we help organisations build high-performing teams and individuals grow meaningful careers.
Let’s make exceptional happen, connect with us today.
MOM licence no. 16S8112 | Reg No. R1220502
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