The Role Overview
This role is responsible for assisting sales consultants within a prestigious firm focused on high net worth clientele. This position involves close collaboration with Private Bankers, trustees, and tax advisory teams to ensure seamless service delivery.
Key Responsibilities
Gather all required information for insurance applications, thoroughly review the applications and promptly submit the finalized applications.
Monitor the application submission process to confirm all applications are filed by the specified deadlines.
Coordinate with healthcare providers to request and retrieve the client's previous medical records.
Follow‑up on outstanding documents with Consultants or with client.
Support preparation of presentations and marketing material.
Key Requirements
University Degree in any disciplines.
Relevant working experience in administration support/ client servicing/ sales operations in financial services.
Experience in HNW insurance solutions is a strong advantage.
Excellent command of both written and spoken English and Chinese.
experience
4 years
skills
HNW, sales support, distribution support, life insurance
qualifications
Relevant working experience in administration support/ client servicing/ sales operations in financial services
education
Bachelor Degree
