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Wealth Planning Coordinator

2 weeks ago

Singapore IPG FINANCIAL SERVICES PTE. LTD. Full time

About the Role

As an Insurance Specialist, you will provide administrative support to our Sales Consultants, assisting them on all Case Management matters from quotation stage to policy inception and post-inception. You will liaise with bankers, trustees, insurance carriers, and clients to ensure a smooth Case Management process.

Your responsibilities will include arranging medical exams, attending examinations with clients, ensuring accurate documentation, adhering to compliance requirements, maintaining records, updating progress reports, and providing timely reports to Bank Partners and Management.