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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 application submission process to confirm all applications are filed by the specified deadlines.
• Coordinate with healthcare providers to request and retrieve the client's previous medical records.
• Follow-up on outstanding documents with Consultants or with clients
• Support preparation of presentations and marketing material
Key Requirements:
• University Degree in any disciplines
• Relevant working experience in administration support/ client servicing/ sales operations in financial services
• Fresh graduates also welcome
• Excellent command of both written and spoken English and Chinese
skills
sales support, operations, insurance
qualifications
no additional qualifications required
education
Bachelor Degree
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 submission process to confirm all applications are filed by the specified deadlines.
• Coordinate with healthcare providers to request and retrieve the client's previous medical records.
• Follow-up on outstanding documents with Consultants or with clients
• Support preparation of presentations and marketing material
Key Requirements:
• University Degree in any disciplines
• Relevant working experience in administration support/ client servicing/ sales operations in financial services
• Fresh graduates also welcome
• Excellent command of both written and spoken English and Chinese
skills
sales support, operations, insurance
qualifications
no additional qualifications required
education
Bachelor Degree
About Randstad Hong Kong
| Size | 51 to 200 |
| Industry | Human Resource & Employment Services |
| Location | Hong Kong Central, Hong Kong SAR China |
| Founded | Invalid date |