Policy Servicing Consultant, Singapore HNW Insurance & Wealth Solutions
Ethos BeathChapman SingaporePolicy Servicing Consultant, Singapore HNW Insurance & Wealth Solutions
The client is seeking a proactive Policy Servicing Consultant to deliver exceptional post-sales support for High-Net-Worth (HNW) insurance clients.
Key Accountabilities
- Manage end-to-end servicing of HNW insurance policies and respond to client, private banker, and insurer enquiries.
- Conduct annual policy reviews and identify upselling and cross-selling opportunities.
- Prepare client review packs, servicing reports, and policy documentation.
- Coordinate with trustees, private banks, and insurers on offshore insurance structures.
- Support client due diligence, KYC, AML, FATCA, CRS, and other regulatory requirements.
- Maintain accurate client records and ensure timely follow-up on servicing requests.
- Build strong relationships with clients and business partners while delivering a high standard of service.
Key Skills and Requirements
- Bachelor's degree in any discipline.
- 3–4 years of experience in client servicing, operations, or policy administration within insurance or financial services.
- Knowledge of HNW insurance, trusts, and corporate structures is preferred.
- Familiarity with KYC, AML, FATCA, and CRS requirements.
- Proficient in Microsoft Office, particularly Excel.
- Strong communication, stakeholder management, and customer service skills.
- Proficiency in English and Mandarin is preferred to communicate effectively with Mandarin-speaking clients and stakeholders.
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
