Servicing Consultant (UHNW Insurance Broker)

The Client is a prestigious insurance broker.

Job Resposibilities

• Record and track policy anniversary dates & conduct regular review of insurance policies
• Curate Annual Policy Review Pack
• Provide professional and quality advice to clients on their liquidity planning and insurance needs
• Work closely with policy in force team to ensure consistency and accuracy of policy information
• Ensure compliance with regulatory requirements and industry standards

Requirements

• Bachelor's degree in banking and finance
• Minimum 3 years of work experience in banking and financial services
• Strong understanding and analysis of policy statement and information
• Excellent communication and interpersonal skills

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.

Morgan Mckinley Pte Ltd

Claudia Wong

EA Licence No: 11C5502

EAP Registration No: R2199597