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Howden

Manager Client Services

Singapore - 9 Straits View, #10-08

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hirly's read of this role

Seniority
Lead / management
Country
SG
Work mode
On-site / unstated
First seen by hirly
6 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

  • 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
Original posting on Howden's site ↗

Listed on hirly, a job board. hirly is not the employer: Howden is hiring for this role.

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