Private Bank Life Insurance Specialist

1 day ago


Central And Western District, Hong Kong SAR China Projob21 Ltd. Full time
About Us

Projob21 Ltd. is a leading provider of financial services.

We are committed to delivering exceptional results and building long-term relationships with our clients.

Our Mission

To become the most respected and sustainable European Private Bank.

Job Description

As a Global Life Insurance Case Manager, you will be responsible for managing life insurance case management for HNW clients in Greater China markets.

Responsibilities
  • 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 organization skills with strong attention to detail.
  • Excellent interpersonal and communication skills.
  • Sales assistant, operations & regulatory support experience.


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