about the team.
You will join a collaborative, client-focused relationship management team working closely with internal consultants, the Policy Administration Team, and external private bankers. The team operates in a high-touch, service-driven environment dedicated to maintaining strong institutional partnerships and exceptional client retention.
about the job.
- Client Policy Annual Reviews: Arrange and conduct comprehensive Customer Policy Annual Reviews, following up on requests from clients and internal departments to ensure timely, high-quality service deliverables.
- End-to-End Case Ownership: Take full ownership of client requests and queries, providing hands-on case coordination and proactive decision-making where necessary.
- Bancassurance & Stakeholder Engagement: Build and maintain strong relationships with key stakeholders—including internal consultants, private bankers, and clients—while proactively planning and organising activities to strengthen banker partnerships.
- Business Development & Retention: Cultivate existing relationships with clients and external entities, while identifying and executing initiatives to onboard new clients into the portfolio.
- Technical & General Query Resolution: Handle inbound telephone and email queries, ensuring all information provided is accurate, up to date, and aligned with the firm's value proposition and available services.
- Cross-Functional & Contingency Support: Demonstrate effective teamwork across the business and provide contingency support to the Policy Administration Team, including preparing policy review materials when required.
skills & experience required.
- Bachelor's degree holder, preferably with professional insurance qualifications (e.g., IIQE).
- Minimum 5 years of relevant work experience in customer service or client relationship management; prior experience in private wealth, insurance, or bancassurance is a distinct advantage.
- Proven ability to multi-task with strong organisational, coordination, and problem-solving skills.
- Accountable and proactive mindset, demonstrating strong ownership, persistence, and an eagerness to learn new skills.
- Exceptional interpersonal skills with the confidence to engage effectively with HNW clients and banking partners.
- Excellent verbal and written communication skills in English, Cantonese, and Mandarin are essential.
