Key Responsibilities:
- Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements.
- Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)
- Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverables
- Assist in gathering relevant information and documentation from clients and referral partners.
- Coordinate with the Sales Operations Team and other third parties to manage application timelines and requirements.
Key requirements:
- A Diploma or Degree in Business Administration, Finance, Marketing, or a related field.
- At least 4 years of experience in a support, coordination, or client service role, preferably within the insurance or financial services industry.
- Good command of both English and Chinese
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
