Manager Client Services

Howden Group

Not specified
Annual policy reviews and analysis
Excel worksheet population and data management
Trust and corporate structure knowledge
Howden Group is seeking a Manager Client Services to enhance client relations, manage policy servicing requests, and ensure compliance with various regulations. The ideal candidate will have a background in insurance, strong communication skills, and proficiency in Excel, particularly bilingual in English and Mandarin

Job Summary

  • The role involves conducting annual policy reviews and analyzing existing in-force policies with clients and private bankers.
  • Candidates will act as a critical liaison between trustees, banks, and insurers regarding offshore structures holding high-net-worth insurance policies.
  • The position requires managing complex compliance requirements including FATCA, UK CDOT, and OECD CRS for various insurers.

Matching Summary

Match Score: 85

Howden Group is seeking a Manager Client Services to enhance client relations, manage policy servicing requests, and ensure compliance with various regulations. The ideal candidate will have a background in insurance, strong communication skills, and proficiency in Excel, particularly bilingual in English and Mandarin.

Skills & Requirements

Must-have

  • Annual policy reviews and analysis
  • Excel worksheet population and data management
  • Trust and corporate structure knowledge
  • FATCA UK CDOT OECD CRS compliance
  • AML KYC reporting and due diligence

Nice-to-have

  • Bilingual English and Mandarin skills
  • Strong customer service communication
  • Upselling and cross-selling opportunities
  • Private banking partner liaison experience

Key Requirements

  • Bachelor degree in any discipline
  • 3 to 4 years of work experience
  • Proficient in Microsoft Office
  • Knowledge in insurance industry
  • Good understanding of trust structures

Work Rights

Not specified

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