Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions
Ethos Beath Chapman Idibu ·www.ethosbc.com
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About the Role
The client is seeking a proactive Policy Servicing Consultant to deliver exceptional post-sales support for High-Net-Worth (HNW) insurance clients.
Key Accountabilities
Key Skills and Requirements
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
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 both English and Mandarin is preferred to support a multilingual client base.
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
Frequently asked questions
Who is hiring for the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions role?
Ethos Beath Chapman Idibu is hiring for the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions position, a Shazamme client. Apply directly on the employer's career site.
Where is the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions job located?
The Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions role with Ethos Beath Chapman Idibu is based in Singapore, SG.
What does the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions role pay?
Ethos Beath Chapman Idibu lists the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions role at up to SGD 108,000 per year.
Is the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions role full-time or contract?
This is a full time position at Ethos Beath Chapman Idibu.
What experience level is the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions role?
The Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions position is aimed at mid-level candidates.
How do I apply for the Policy Servicing Consultant, Singapore — HNW Insurance & Wealth Solutions role at Ethos Beath Chapman Idibu?
Apply directly on Ethos Beath Chapman Idibu's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.