Role Overview:This role responsible for providing all administrative support to sales team.Key responsibilities:End-to-End Support: Manage the application process from the initial quote through to the final policy activation.Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when require
Role Overview:This role responsible for providing all administrative support to sales team.Key responsibilities:End-to-End Support: Manage the application process from the initial quote through to the final policy activation.Coordination: Act as a central point of contact between banks, insurance providers, and clients to ensure clear communication.Medical Logistics: Arrange all necessary medical check-ups and accompany clients to appointments when require
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 deliverablesAssist in gathering relevant information and
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 deliverablesAssist in gathering relevant information and
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