• Work with client relationship managers (CRM) to serve partners and clients’ needs in delivering high net worth insurance product
• Involve in the end-to-end life insurance application, from travel logistics, client onboarding, KYC, medical examination arrangement 
• Provide operational support and guidance to the bankers and CRM in the processing of insurance applications
• Manage cases to ensure smooth implementation of insurance application
• Liaise with insurers on application and maintain good record for each application
• Ensure compliance with regulatory requirements and internal guidelines
• Contribute to on-going client satisfaction, retention and profitability

• Minimum 2 - 4 years of work experience in insurance companies or insurance brokerage
• Good understanding in universal life / high net worth products and application process
• Understanding of compliance and regulatory influences within the client onboarding process
• Insurance License holder preferred but not a must
• Good working knowledge of insurance product knowledge is preferred
• Good client servicing skills and with a passion to serve
• Good time management and strong multi-tasking skills
• Proficiency in written and spoken English and Chinese, including Mandarin

Grandtag was established in 1999 and we have always had a "Passion in everything we do". Now, "Passion to Go Beyond" is taking Grandtag beyond insurance into collaborations with best-in-class specialists to provide a comprehensive suite of solutions on a single platform.

Built around the evolving needs of high net worth individuals and their families, we add value through a holistic approach that delivers privileged services across three focus areas: Wealth, Health and Legacy Planning. To achieve this, we collaborate with bankers and wealth advisors to create a new dimension in the market. By facilitating access to best-in-class specialists and efficient and appropriate solutions, we provide high net worth families with a high level of security, comfort and peace of mind.