Perform case manager's role in the high net worth space which includes:
- Supporting Insurance Specialist in ensuring a smooth process for case inception (arranging client medicals, supporting document submission to insurer, payment advice)
- Prepare policy illustration and client presentation materials for insurance specialist (English, Simplified/Traditional Chinese)
- Prepare policy review packs (request from insurer the current surrender value, in-force and original policy illustration)
- Arrange courier services
- Provide cross support to Wealth Planning trust admin matters where required
Interested candidates kindly submit your updated CV in a Word Format to: Jasmin@Tangspac.com. Only shortlisted candidates will be notify. Thank you.
