- Life Insurance Case Management for HNW clients
- Excellent FO Client Management Exposure
- Int’l Private Banking Platform & Job Security
Our Client
Representing one the most respectable & sustainable European Private Bank in search of an In-house Life Insurance Case Management and Client Service Manager.
Job Duties
- Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets
- Serve as the bridge between insurance companies, private bankers and Clients
- Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements
- Facilitate timely preparation of clients’ presentation materials, prepare pipeline reports and tackle any related issues
Requirements
- Degree holder with at least 4 years of relevant life insurance case management/client service experience acquired from International insurance brokers
- Familiar with life insurance products & underwriting process
- Fluently written and spoken English and Mandarin
- Proven organisation skills with strong attention to detail
- Excellent interpersonal and communication skills
Category : Private Bank 
Industry :
Professional Services Firm
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