Wealth Management

JLT Asia's Private Client Services (PCS) Division works closely with global private banks to deliver product propositions that integrate life insurance into their overall wealth management solutions for high net worth individuals.

Our life insurance partners are carefully selected, to ensure that only the top quality investment grade insurance policies are procured for clients.

Each of our consultants is trained in all aspects of client service, which include initial fact finding, identifying clients' specific needs, structuring and dovetailing the insurance product, securing firm offers from underwriters, premium payments, issuing policy documents and liaising with clients' nominated trust managers.

Life insurance is a lifelong process and our consultants will conduct annual reviews with each client. Together with the annual statement, the client will be presented with an analysis of the performance for the year. 

In 2006, the PCS Division was named the Leading New Distributor among wealth management service providers at the Transamerica International Distribution Meeting, an awards programme organised by Transamerica Life (Bermuda). The award represents recognition for JLT Asia/PCS as a high potential value producer.

 

Contact Us Robin Yeo Senior Director Private Client Services T: +65 6411 9278 E: Robin Yeo Chong Choon Nean Director Private Client Services T: +65 6411 9209 E: Chong Choon Nean