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Open nowPosted today

Policy Servicing Consultant (HNW Insurance & Wealth Solutions)

MyCareersFuture95,505 open roles

Pay
SGD 6,500 – SGD 8,000 a month
Where
Singapore
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Your applicationOpen nowPolicy Servicing Consultant (HNW Insurance & Wealth Solutions)MyCareersFuture · Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

10.1% of postings close within 7 days. Measured by our own scanner across the market. MyCareersFuture postings stay open a median of 8 days.

Share of postings closed within
  1. 2.0%1 day
  2. 4.0%3 days
  3. 10.1%7 days
  4. 15.7%14 days
  5. 34.0%30 days
This job: posted today

MyCareersFuture median: 8 days open

The posting

About the Role

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.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112

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