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 advantag.
- Excellent command of both written and spoken English and Chinese
