Life Insurance Case Manager/AVP, Global Private Bank
3 weeks ago
Life Insurance Case Management for HNW clientsOur Client
Representing one of the most respectable & sustainable European Private Banks in search of an In-house Life Insurance Case Management and Client Service Manager.Job Duties
Accountable for managing life insurance case management for UHNW Private Clients in Greater China marketsServe as the bridge between insurance companies, private bankers, and ClientsSupport Bankers/Clients with medical booking and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirementsFacilitate timely preparation of clients’ presentation materials, prepare pipeline reports, and tackle any related issuesRequirements
Degree holder with at least 4 years of relevant life insurance case management/client service experience acquired from International insurance brokersFamiliar with life insurance products & underwriting processFluently written and spoken English and MandarinProven organization skills with strong attention to detailExcellent interpersonal and communication skillsSales assistant, operations & regulatory support experienceAdditional Responsibilities
Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong MarketsWorking closely with external counterparties in account opening, pricing quotation, bank, and fund operationsResolving daily inquiries from affluent professional investorsParticipating in ad hoc regional and local projectsKYC, Name Screening & Account DocumentationConduct basic due diligence checking under respective AML requirementsOversight of KYC and Client On-Boarding functionsReport to the Regional Head of KYCAssume team lead functions to oversee KYC and client onboarding for low to high risk casesAccountable for CDD Review to ensure fulfillment of regulatory and corporate governanceAssume the primary contact point to support front office in resolving clients’ documentation, instruction, payment, and operational issues with back office; L&C departmentsServe as the key gatekeeper to review/verify the clients’ banking transaction/related documentsAssist ad hoc projects and administration work among the team
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Central And Western District, Hong Kong SAR China Projob21 Ltd. Full timeLife Insurance Case Manager/AVP, Global Private BankLife Insurance Case Management for HNW clientsOur ClientRepresenting one of the most respectable & sustainable European Private Banks in search of an In-house Life Insurance Case Management and Client Service Manager.Job DutiesAccountable for managing life insurance case management for UHNW Private Clients...
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