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.