IPS Group (Asia) Limited

Client Servicing Manager - High Net Worth

IPS Group (Asia) Limited
HK$35,000 - 45,000 /month (negotiable)
Posted on 09 Jul 2020

Client Servicing Manager - High Net Worth

IPS Group (Asia) Limited

Job Highlights

  • exposure on Ultra High Net Worth market
  • Excellent career progression
  • Attractive basic salary and year end bonus

Job Description


  • Handle all internal and external enquiries in regards to any after sales services.
  • Correspond between carriers, banks and client via telephone, email and correspondence in regards to all after-sales applications-i.e. Death Claim, surrender, withdrawal, loan, premium payment, change of ownership, address and beneficiary, collateral assignment, and request latest statement. Prepare and review all application forms and legal documents on requirement.
  • Working in partnership with Private Banking Relationship Managers to ensure client’s needs and expectations are met and contributing to on-going client satisfaction, retention and profitability.
  • Provide operational support and technical guidance to RMs/Intermediaries in related to products offer.
  • Provide case management support on life insurance application.
  • Ensure information and application documents are in order.
  • Update progress on pending case report and in force list.
  • Ensure application/ premium payment fulfills internal compliance guideline.
  • Handle policy ownership transfer within 1st policy year.
  • Familiar with product features/ insurers’ application process/ bank credit process.
  • Admin liaison person for the bank gatekeepers on reports, product approval, collateral assignment documentation, etc.


  • Bachelor degree or equivalent
  • Good command of written and spoken English and Chinese, proficiency in Mandarin is a MUST  
  • At least 5 years of relevant working experience in the banking / life insurance / wealth management / financial services industry 
  • Good sales and negotiation skills and relationships development
  • With positive attitude, willing to share/learn and enjoy teamwork environment
  • Detail-minded, sales-driven with good interpersonal skills and high level of accuracy
  • Proficient in MS Office applications (Excel, Word, PowerPoint, etc.)

Additional Information

Career Level
Not Specified
Not Specified
Years of Experience
Not Specified
Job Type
Full Time

Company Overview

The IPS Group was the first specialist insurance and financial services human resources consulting group in the UK. It was incorporated in 1969 and has grown to be the largest specialist such consultancy in the UK with seven offices in England and one office in Chicago, USA, Hong Kong, Singapore and Shanghai.

IPS Group Asia Ltd has been set up to provide IPS's existing international clients with a broad range of Human Capital related services in the developing markets of Asia. IPS Group Asia has adopted a wide business model in the Asian and Middle Eastern markets because its insurance and financial services clients require support in a whole range of activities. IPS has developed a network of associates and technical experts who are considered leaders in their respective fields. These individuals are used to provide clients with support in a number of areas that ultimately result in technical knowledge transfer to local practitioners.

Additional Company Information

Benefits & Others
Dental insurance, Five-day work week, Life insurance, Medical insurance