summary

singapore
permanent
full-time

specialism
insurance
sub specialism
business development
reference number
91M0276413_0676483154623690737

job details

about the company.

A leading international insurance brokerage and wealth planning consultancy with an established global presence. The organization partners closely with premier private banks, family offices, and professional advisory firms to deliver bespoke wealth planning and risk management solutions.

about the job.
...

An engaging opportunity has arisen for a client servicing professional to support high-net-worth portfolio management and stakeholder partnerships.

Manage end-to-end policy servicing inquiries and maintenance requests in coordination with financial institution partners, trustees, and insurance underwriters.
Facilitate regular policy assessments, compile portfolio documentation, and help uncover relationship enhancement opportunities.
Oversee documentation workflows and data tracking across client accounts to support seamless post-sales administration.
Coordinate regulatory onboarding, client due diligence assessments, and international reporting standards across varied holding entities.
Serve as a central communication bridge between corporate fiduciaries, banking partners, and insurance providers to uphold high service standards.

skills and experience required.

Demonstrated experience in client relationship management, customer service, or account administration, preferably within insurance or financial services.
Sound foundational knowledge of wealth holding vehicles, fiduciary frameworks, or corporate entities.
Working familiarity with regulatory due diligence standards, anti-money laundering principles, or cross-border tax compliance guidelines.
Effective interpersonal communication capabilities with the ability to manage multifaceted partner and customer relationships.
Competence in office productivity applications and spreadsheet software for reporting and documentation needs.

Please click on the 'apply' button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 / R26163708)

about the job.
...

An engaging opportunity has arisen for a client servicing professional to support high-net-worth portfolio management and stakeholder partnerships.

Manage end-to-end policy servicing inquiries and maintenance requests in coordination with financial institution partners, trustees, and insurance underwriters.
Facilitate regular policy assessments, compile portfolio documentation, and help uncover relationship enhancement opportunities.
Oversee documentation workflows and data tracking across client accounts to support seamless post-sales administration.
Coordinate regulatory onboarding, client due diligence assessments, and international reporting standards across varied holding entities.
Serve as a central communication bridge between corporate fiduciaries, banking partners, and insurance providers to uphold high service standards.

skills and experience required.

Demonstrated experience in client relationship management, customer service, or account administration, preferably within insurance or financial services.
Sound foundational knowledge of wealth holding vehicles, fiduciary frameworks, or corporate entities.
Working familiarity with regulatory due diligence standards, anti-money laundering principles, or cross-border tax compliance guidelines.
Effective interpersonal communication capabilities with the ability to manage multifaceted partner and customer relationships.
Competence in office productivity applications and spreadsheet software for reporting and documentation needs.

Please click on the 'apply' button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 / R26163708)

experience
3 years
skills
Client Services Manager, Private Wealth Management, High Net Worth, HNW, Ultra High Net Worth, UHNW, Insurance Brokerage, Policy Servicing, In-Force Policy Review, Life Insurance, Wealth Planning, Family Office, Private Banking
qualifications
Bachelor's Degree
education
Bachelor Degree

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tori quak

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manager, client services.

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tori quak

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