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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.

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