Client Services Associate

Company Background

I-MAX Financial is a pioneer Financial Advisory firm with 15 years of experience in the industry. We specialise in Employee Benefits and Retirement Planning.

Role Description

Para Planner Cum Office/Admin Manager

The candidate will be involved in:

Para-planning support involving insurance (life/general), investments and estate planning

Client liaison and support

Oversee account management (renewals/claims/billing/support) for corporate accounts and individual clients

Preparation of reports (sales, renewals)

Identify sales opportunities and organise marketing campaigns

Target Candidate

• Candidates with experience in insurance and investments industry are encouraged to apply.
• This role requires one with leadership calibre, self-driven and can take charge.
• Good command of the English language (written and spoken) and basic computer literacy (MS Office suite, emails).
• This role is supported by an existing admin exec whom will work hand in hand to support the needs of the Senior Advisor.