Manage the post-issuance administration and ongoing servicing of complex, high-value life insurance policies for ultra-high-net-worth (UHNW) clients, family offices, and business owners across Asia and globally
Job Summary
Manage the post-issuance administration and ongoing servicing of complex, high-value life insurance policies for ultra-high-net-worth (UHNW) clients, family offices, and business owners across Asia and globally.
Drive operational excellence by optimizing workflows, SLAs, digital tools/systems, and automation to improve turnaround times, accuracy, and client/broker satisfaction while reducing errors and lapses.
Ensure full compliance with Bermuda Monetary Authority (BMA), Hong Kong Insurance Authority (IA), Monetary Authority of Singapore (MAS), AML/CFT, FATCA/CRS, tax reporting, and carrier-specific guidelines across jurisdictions.
Matching Summary
Manage the post-issuance administration and ongoing servicing of complex, high-value life insurance policies for ultra-high-net-worth (UHNW) clients, family offices, and business owners across Asia and globally.
Skills & Requirements
Must-have
High Net Worth Policy Servicing
Ultra-High-Net-Worth clients
Bermuda, Hong Kong, Singapore regulated products
Operational efficiency and client retention
Regulatory compliance (BMA, IA, MAS)
Nice-to-have
Established HNW network
Multilingual fluency
Strategic project contribution
Key Requirements
8+ years in life insurance policy administration/servicing
4-5 years focused on HNW/UHNW in-force policies
Proven leadership experience in policy servicing
In-depth knowledge of Bermuda, Hong Kong, Singapore life products
Active/relevant licensing (Hong Kong IA or equivalent)