Policy Servicing Consultant - HNW insurance and wealth solutions
Core
Oversee post-sales servicing, policy reviews, and client relationship support for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients in bespoke insurance and wealth planning.
Role type
Senior Policy Servicing Consultant (HNW Insurance & Wealth)
Builds
Annual policy review reports, client documentation, and servicing materials for HNW/UHNW clients.
Domain
Wealth Management / High-Net-Worth Insurance / Offshore Structures
Deliverable
client delivery
Required skills
Policy servicing, client due diligence, regulatory compliance (KYC, AML, FATCA, UK CDOT, CRS), HNW life insurance knowledge, trust arrangements, corporate holding structures
Preferred skills
Private banking liaison, upselling opportunities identification
Responsibilities
Manage ongoing servicing of HNW life insurance policies, conduct annual policy reviews with clients and private bankers, liaise with insurers and trustees on policy administration, coordinate regulatory documentation, maintain accurate client records.
Seniority
Mid-Senior, hands-on IC