Advise HNW clients on tax related queries for company's issued insurance products. Responsible for the experience... and speed of inception of HNW cases and driving HNW related sales targets. Actively engage the agency to develop new customer...
Advise HNW clients on tax related queries for company's issued insurance products. Responsible for the experience... and speed of inception of HNW cases and driving HNW related sales targets. Actively engage the agency to develop new customer...
underwriting assessment for high net worth cases and non-HNW cases, within assigned authority and support daily operational tasks... underwriting assessment for new business applications including HNW cases, achieving underwriting KPIs through active case...
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and part...
working with a U/HNW Giving Circle/Alliance Events management experience Administration and management of NFP experience...
skills. Experience in covering HNW segment in the South Asia markets will be added advantage Effective management skills...
of the Prestige Client Office, supporting high net worth (HNW) segment in area such as concierge services. This role acts... would also be actively involved in strategizing and implementation of PCO’s HNW initiatives. The Job 1. Functional Oversight...
. Key Responsibilities Engage and prospect new to bank HNW & UHNW clients. Understand the financial needs of clients...
banking and wealth management. about the job Develop and manage a portfolio of HNW clients across diverse markets... track record in managing HNW clients and achieving sales targets. Strong knowledge of investment and bancassurance products...
, and estate planning. Drive client acquisition efforts, growing the HNW and UHNW client base through networking, referrals.... Proven track record of managing and expanding a portfolio of HNW and UHNW clients. Strong knowledge of investment products...
for global markets and HNW clients. Key responsibilities include preparing policy reviews, managing insurer statements... in Policy Admin and/or after sales service for Life Insurance, preferably for HNW clients Strong organizational skills...
Job Purpose The incumbent will manage High Net Worth (HNW) insurance cases, ensuring efficient and effective case... to assess and close deals. The ideal candidate will be technically experienced, and highly professional in managing HNW life...
. You will be based in Singapore, and you will report to the Chief Underwriter and Head of Claims - Life, Health & HNW, Southeast Asia... across Individual, Group and HNW business streams. Ensure underwriting decisions are in line with Munich Re's risk framework...
management services. Roles and Responsibilities Engage and prospect new offshore HNW clients. Understand the financial needs...
skills. Experience in covering HNW segment in the South Asia markets will be added advantage Effective management skills...