- 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 applicationThe 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
- 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 requireRole 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
- About the Client Our client is a leading regional Securities and Wealth Management group with a strong footprint in Asia. They provide comprehensive investment solutions (Equities, Bonds, Funds) to High Net Worth (HNW) clients. To support their growing wealth management arm, they are seeking a commercial-minded leader to head their Insurance Brokerage division.Role Overview This is a dual-function leadership role. You will act as the Business Head and RespAbout the Client Our client is a leading regional Securities and Wealth Management group with a strong footprint in Asia. They provide comprehensive investment solutions (Equities, Bonds, Funds) to High Net Worth (HNW) clients. To support their growing wealth management arm, they are seeking a commercial-minded leader to head their Insurance Brokerage division.Role Overview This is a dual-function leadership role. You will act as the Business Head and Resp
