Our client is a premier global consulting and insurance brokerage firm specializing in life‑insurance‑based wealth transfer, estate legacy planning, and liquidity solutions. Due to business needs, they are looking to recruit a New Business Executive (Banking/Finance) to be part of their team for ongoing transformation projects. They are located in the Central Region.
The New Business Executive will be responsible for:
- Providing end‑to‑end administrative and operational support to Consultants throughout the new business process.
- Coordinating with Consultants, Private Bankers, clients and medical providers to arrange medical examinations and collect all required documentation, including financial information and KYC requirements.
- Attending client medical appointments or meetings on behalf of Consultants when required.
- Liaising with clients, bankers and insurers to facilitate meetings, documentation, policy issuance and policy...