and ensure they are answered promptly. Job Requirements: Minimum 2-3 years of case management experience with HNW clients... and ensure proper documentation are obtained and filed in CRM. Co-ordinate pre-case submission tasks - medical bookings...
and Bancassurance. Assist the team lead in managing the sub-team of case managers to deliver HNW business case management services... to grow High Net Worth and Ultra High Net Worth business for the company, including but not limited to Brokerage...