About this role
• 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 service quality for clients and private banking partners