This is an exciting opportunity to be part of Private Client Services by Mercer (“PCS”), a market leader in providing risk management propositions, with a focus on integrated life insurance solutions for High Net Worth (HNW) clients with their wealth planning needs in mind. With offices across Singapore, Hong Kong SAR, China Mainland and Zurich, we build long-term partnership with global financial institutions and work in close partnership with major private banks and trustees globally to serve HNW clients in over 50 markets.

PCS by Mercer is part of Marsh McLennan, the world's leading professional services firm in the areas of risk, strategy and people. The Company's 82,000 colleagues advise clients in over 130 countries. With annualized revenue $19+ billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through market-leading businesses.

We will count on you to:
• Assist the Operations function generally in the following:
a. Assist the sales team and product team with sales development and implementation in achieving business objectives.
b. Submit/ liaise applications with insurers and assist in proper documentation and maintenance of each application.
c. Clearly and effectively communicate with sales team to provide prompt and accurate supports on preparation of quotation, proposal decks, presentation, and training decks.
• Handle policy placement related matters.
• Be the LCPA point of contact with the local regulatory authority, i.e. CBIRC / PBOC and assist LCPA function in managing administration requirements from local regulatory which are generally on the following:
a. Assist in CBIRC/PBOC filing and system maintenance.
b. Assist in conduct reviews, disseminate and maintain CBIRC/ PBOC announcements and action plan.
c. Assist in prepare and submit any quarterly and annual, as well as ad hoc reporting to CBIRC/PBOC.
• Attend meetings with external business partners and clients if needed, facilitating the sales process and documentations handling.
• Ensure proper keeping and filing of the original records & related supporting documents.
• Gain knowledge on insurance products and application workflow for HNW market.
• Work closely with internal/external stakeholders for all-round sales support.
• Participate in general improvement of internal process.
• Provide office and administrative support to sales team.
• Support the development and implementation of local projects for PCS China
• Take on additional responsibilities as and when necessary.

What you need to have:
• Bachelor's degree or equivalent with at least 2-4 years' experience in the banking/ insurance industry.
• Proficient in Microsoft Office.
• Performance driven and results focused.
• A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.
• Fluent in verbal and written Chinese and English.

What makes you stand out?
• Resourceful and able to creatively solve problems while not being slowed down by complexity.
• Come with a positive, “can-do” attitude to produce results.
• Very collaborative, enjoys working with diverse groups of people in a team environment and can adapt their style to work well with most people.
• Be comfortable with a fast-paced, changing environment.
• Manages their own time and tasks in an efficient and effective manner, meeting deadlines with minimal oversight.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/ gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

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