Servicing Consultant

1 week ago

Singapore beBeeFinancial Full time $800,000 - $1,500,000
Servicing Consultant - Portfolio Manager

Key Responsibilities:

  • Record and track policy anniversary dates, conduct regular reviews of insurance policies, and provide professional advice on liquidity planning and insurance needs.
  • Curate Annual Policy Review Packs to ensure compliance with regulatory requirements and industry standards.
  • Work closely with policy in force teams to ensure consistency and accuracy of policy information.
  • Identify and develop tailored solutions to meet clients' insurance and financial service needs.

Requirements:

  • Bachelor's degree in banking and finance.
  • Minimum 3 years of work experience in banking and financial services.
  • Strong analytical skills and excellent communication and interpersonal skills.

We offer:

  • A dynamic work environment that fosters growth and development.
  • Opportunities for professional advancement and career progression.
  • Competitive compensation and benefits packages.

Join our organization as a Servicing Consultant - Portfolio Manager and take the next step in your career. If you are a detail-oriented individual with a passion for portfolio management, we encourage you to apply.

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