Client Services & Insurance Case Manager (Private Wealth) | Perm | Up to $5000 #NKA
RECRUIT EXPRESS PTE LTD
Singapore, Singapore
Base: up to $5,000 pm; bonus/equity: not specified...
Medical booking coordination
Financial documentation preparation
Kyc compliance requirements
The role involves assisting consultants with sales support, including arranging medical bookings and preparing necessary documentation
Job Summary
The role involves assisting consultants with sales support, including arranging medical bookings and preparing necessary documentation.
Candidates must liaise with bankers and clients to manage meetings, ensure compliance with due diligence, and submit applications to insurance companies.
The position requires managing cases to completion, coordinating annual reviews, and creating client presentations for product comparisons.
Matching Summary
Match Score: 85
The role involves assisting consultants with sales support, including arranging medical bookings and preparing necessary documentation.
Salary
Base: Up to $5000 per month; Bonus/Equity: Not specified; Benefits: Not specified