Manager Client Services

Job Responsibilities Conduct annual policy reviews and analysis of existing in-force policies with clients and their private bankers Identify upselling and cross-selling opportunities Prepare clients’ annual review packs for servicing consultants Prepare, create, populate various excel worksheets on client information for client servicing and post-sales follow ups Handle all policy servicing requests from private banking partners, policy owners and insurers Act as a liaison between trustees, bank and insurers on offshore structure holding HNW insurance policies Managing client due diligence (in-force HNW policies) Coordinate FATCA, UK CDOT and OECD CRS requirements for the various insurers Identify client’s holding structure for compliance and AML regulations for KYC reporting Enhance serv…