Sales Support Associate (Private Wealth)

About the Company

A prominent international consultancy specializing in bespoke financial solutions.

About the Job

• Provide comprehensive administrative and operational support to the consulting team.

• Coordinate with bankers and consultants to schedule medical appointments and gather necessary financial and KYC records.

• Represent consultants at client meetings or medical screenings when they are unavailable.

• Act as a primary liaison between clients and banking partners for application processing and policy distribution.

• Handle the formal submission of all insurance application materials.

• Maintain accurate sales systems and provide regular updates on the status of the business pipeline.

• Verify that all client paperwork adheres to internal standards and external regulatory requirements.

• Oversee the entire case lifecycle, including active negotiation and follow-up with underwriters to ensure successful completion.

• Collaborate with client service teams to facilitate the timely delivery of annual account reviews.

• Partner with internal illustration and inforce departments to manage policy data.

• Develop tailored PowerPoint presentations and comparative product analyses for high-level client discussions.

Skills and Requirements

• Proven experience in sales support or administrative coordination within the financial or insurance sector.

• Strong interpersonal skills with the ability to engage professionally with high-net-worth clientele and banking partners.

• Meticulous attention to detail regarding documentation, compliance, and due diligence standards.

• Capability to manage multiple cases simultaneously from initial application to final issuance.

• Proficiency in creating professional presentation materials and performing product comparisons.

• Proactive communication style and the ability to work effectively across different internal technical teams.

To apply online please use the apply function.(EA: 94C3609/ R24124496)