Business Manager (HNW Insurance Broker)

IPS Group (Asia) Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Benefits offered by this job

Friendly MNC culture

Well-established platform

Competitive remuneration and bonus

Job summary

IPS Group (Asia) Limited in Hong Kong is seeking a proactive Client Services Coordinator to support the sales team and manage client inquiries.

You will prepare presentation decks, gather documentation, ensure timely handling of requests, and help maintain service standards while complying with regulatory requirements to drive client satisfaction.

Qualifications

• Degree in Business Administration, Finance, Marketing, or related field.
• At least 3 years of experience in a support, coordination, or client service role.
• Familiarity with insurance application processes and terminology is a strong advantage.
• Strong organizational and time-management skills.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and excellent written/verbal communication.

Responsibilities

• Prepare presentation decks for the sales team to support client engagement and meetings.
• Assist in collecting relevant information and documentation from clients and relevant stakeholders.
• Maintain and improve service standards to enhance customer satisfaction and retention.
• Ensure customer requests are handled in a timely, accurate, and consistent manner.
• Ensure all transactions are completed in compliance with regulatory, compliance, and internal audit requirements.
• Support the sales team in delivering excellent service to high-net-worth clients and achieving retention objectives.
• Partner with customers, business support teams, and service providers to ensure timely processing and effective service delivery for client enquiries and requests.
• Assist in organizing and executing client prospecting activities, including lead tracking and initial outreach.
• Support follow-up actions, including scheduling meetings with prospective and existing clients and business partners.

Skills

Strong organizational and time‑mgmt

Excellent written and verbal comms

Customer-focused with interpersonal &

Education

Degree in Business Administration, Finance, Marketing, or related field

Tools

Microsoft Office Suite

Job description

• Friendly and MNC working culture
• Well-established platform
• Competitive remuneration package and bonus

Job Responsibilities:

• Prepare presentation decks for the sales team to support client engagement and meetings.
• Assist in collecting relevant information and documentation from clients and relevant stakeholders.
• Maintain and improve service standards to enhance customer satisfaction and retention.
• Ensure customer requests are handled in a timely, accurate, and consistent manner.
• Ensure all transactions are completed in compliance with regulatory, compliance, and internal audit requirements.
• Support the sales team in delivering excellent service to high-net-worth clients and achieving retention objectives.
• Partner with customers, business support teams, and service providers to ensure timely processing and effective service delivery for client enquiries and requests.
• Assist in organizing and executing client prospecting activities, including lead tracking and initial outreach.
• Support follow-up actions, including scheduling meetings with prospective and existing clients and business partners.

Job Requirements:

• Degree in Business Administration, Finance, Marketing, or related field.
• At least 3 years of experience in a support, coordination, or client service role.
• Familiarity with insurance application processes and terminology is a strong advantage.
• Strong organizational and time-management skills
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Excellent written and verbal communication skills
• Customer-focused with strong interpersonal and teamwork skills