Admin Support

Insurance Solutions Support (Fresh Graduates Welcome)

About the Role

Join Private Bank's Wealth Planning, Family Office & Insurance Solutions team and gain exposure to the insurance and wealth planning needs of ultra-high-net-worth (UHNW) clients, entrepreneurs and family offices.

This role offers a unique opportunity to learn how sophisticated insurance solutions are structured and implemented while working alongside experienced insurance specialists and industry partners.

Key Responsibilities

• Support the end-to-end execution of insurance cases, from quotation to policy issuance and servicing.
• Prepare policy illustrations, comparisons and client presentation materials in English and Chinese.
• Coordinate with insurers, medical providers, Relationship Managers and internal stakeholders to ensure smooth case execution.
• Track case progress and proactively follow up on outstanding requirements.
• Support business reporting, pipeline tracking and management insights.
• Participate in projects to improve processes, digitalisation and client experience.
• Assist in client events and insurance-related initiatives.

What We're Looking For

• Degree in Business, Finance, Insurance or related disciplines.
• Fresh graduates are welcome to apply.
• Strong attention to detail and organisational skills.
• Curious, proactive and eager to learn.
• Strong communication and stakeholder management skills.
• Ability to read and write Chinese, as the role involves reviewing and preparing Chinese quotations and materials.

What You'll Gain

• Exposure to UHNW clients and family office solutions.
• Hands-on experience in private banking and wealth planning.
• Opportunities to participate in strategic projects and business transformation initiatives.
• Structured learning and mentorship from experienced professionals.

Thanks, and Best Regards

Lini

Recruitment Consultant

R22108463