HNW Policy Servicing Consultant

Singapore Permanent
  • Dynamic work culture
  • Attractive renumeration

About Our Client

Our client is a market leader in providing integrated life insurance solutions for High Net Worth (HNW) individuals with their wealth planning needs in mind. With offices across Singapore, Hong Kong SAR, China Mainland and Zurich, they partner up with major private banks and trustees globally to serve HNW clients in over 50 markets.

Job Description

  • Responsible for conducting annual reviews and policy servicing of existing policies with HNW
  • clients by collaborating with the private bankers to review and analyse in-force policies.
  • Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities
  • with current book of clients to achieve both revenue and review completion targets.
  • Support and improve policy servicing objectives by contributing customer feedback and
  • recommendations to support the overall strategic plans and reviews of the business.
  • Build and foster rapport with market heads/team leaders in order to drive referral
  • opportunities with HNW clients.
  • Work closely with the private bankers and wealth planners to understand the HNW clients'
  • profiles, needs and expectations in order to provide appropriate advices/recommendations
  • on life and personal lines solutions.
  • Ensure compliance with regulatory requirements and operational procedures/processes

The Successful Applicant

  • Diploma / Degree with at least 5-6 years experience in the private banking / insurance
  • industry as a junior Relationship Manager / Assistant Relationship Manager / Insurance
  • Specialist in the High Net Worth segment
  • Proven sales track records in promoting Universal Life and/or other life insurance products.
  • Detail-minded, well-organized and high level of accuracy.
  • A team player that possess good interpersonal skills with excellent communication and
  • negotiation proficiencies.

What's on Offer

Attractive remuneration package with dollar-up commission structure

Alyssa Tan
Quote job ref
Phone number
+65 6541 9963

Job summary

Banking & Financial Services
What is your area of specialisation?
Financial Services
Contract Type
Consultant name
Alyssa Tan
Consultant contact
+65 6541 9963
Job Reference

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.