This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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 deliverables
Assist in gathering relevant information and documentation from clients and referral partners
Coordinate with the Sales Operations Team and other third parties to manage application timelines and requirements
Requirements:
A Diploma or Degree in Business Administration, Finance, Marketing, or a related field
At least 4 years of experience in a support, coordination, or client service role, preferably within the insurance or financial services industry
Good command of both English and Chinese
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
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