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New Business Executive (Banking/Finance)

Company

RECRUITPEDIA PTE. LTD.

Location

singapore, singapore

Type

Full-time

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...

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