Senior Manager, HNW Case Management

5 months ago


Hong Kong, Hong Kong SAR China FWD Life Insurance Corporation Full time

About FWD Group

FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance. Visit

The Job

Support distribution channels to grow High Net Worth business for the company, including but not limited to Brokerage and Bancassurance Assist team lead to lead the sub-team of case managers to deliver HNW business case management service to respective business channel Be the subject matter expert, provide support to distribution channels, both internal and external stakeholders Ensure a smooth process on all new business, policy servicing submission and assignment documentation Streamline internal workflow with departments regarding new business, policy servicing, premium and policy financing matters & obtain gatekeepers clearance Discuss & negotiate with relevant parties (internal & external) to ensure problems are solved Maintain good records, generate status reports for management/team heads as needed Support and back up respective channels (including but not limited to brokers)as assigned by team head Development on tasks/initiatives assigned by the team heads from time to time

The Person

Degree holder in business or other related discipline Possess at least 8 years of relevant experience in life insurance functions (with HNW experience is highly recommended) High level of business sense, risk, sales quality, and compliance awareness Open-minded on managing multi-channels Possess high sense of responsibility and job ownership Strong knowledge on life insurance products, operational flows Strong interpersonal skill, problem solving skill and team leader/player Fluent in both written and spoken English and Chinese Proficiency PC skills including Excel, Word, PowerPoint

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.


  • Case Manager

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    Job Title: Case Manager - HNWAs a Case Manager - HNW, you will play a crucial role in ensuring the smooth and prompt processing of all HNW submissions assessed by the New Business Department.Key Responsibilities:Document Review: Checking of submitted documents to ensure completeness and accuracy.Case Management: Review pending cases and serve as the first...


  • Hong Kong, Hong Kong SAR China CHUBB Full time

    Responsible for smooth and prompt processing of all HNW submissions assessed by the New Business Department Checking of submitted documents to ensure completeness and accuracy Review pending cases and serve as the first contact between sales platform and underwriters Responsible for communicating and explaining on underwriting requirements and...


  • Hong Kong, Hong Kong SAR China Prudential plc Full time

    Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    Job Title: Senior Manager, HNW UnderwritingAt Prudential plc, we are committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We provide a platform for our people to excel and make an impact, supporting their career...


  • Hong Kong, Hong Kong SAR China CHUBB Full time

    Work with Senior Manager of underwriters responsible for evaluating HNW insurance applications Oversee the underwriting process to ensure policies are issued in compliance with company guidelines and industry regulations Assist with the development and implementation of HNW underwriting guidelines and procedures Review and evaluate or deny...

  • Insurance Team Lead

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job Title: Insurance Team Lead - Case ManagementAbout the Role:We are seeking a highly skilled Insurance Team Lead - Case Management to join our team at HSBC.Key Responsibilities:Assist Senior Case Management Manager to lead a sub-team of Case Managers to deliver new business case management service to respective business channelClosely monitor the...


  • Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Life Insurance CorporationFWD Life Insurance Corporation is a leading pan-Asian life insurance business with a strong presence in 10 markets. With over 11 million customers, we are committed to making the insurance journey simpler, faster, and smoother. Our innovative approach and easy-to-understand products are supported by digital technology,...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Elevate Your Career with HSBC At HSBC, we believe in fostering careers that shine brightly. If you aspire to stand out in your professional journey, consider a role with us that promises growth and opportunity. Our global institution offers a platform for specialization in Insurance while enjoying the benefits of being part of a prestigious international...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About HSBC LifeHSBC Life is a world-class institution where you can specialize in insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life, we help deliver on these promises by providing a wide variety of life insurance products and services to our...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Elevate Your Career with HSBC At HSBC, we believe in nurturing talent and providing a platform for professionals to excel. If you are seeking a role that offers both challenge and opportunity, look no further. HSBC Life is a premier institution specializing in Insurance, benefiting from the extensive resources of a leading global bank. Our mission is to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    At Prudential, our mission is to serve as partners in every individual's journey and safeguard their futures. We foster a culture that values diversity and ensures inclusion for our employees, clients, and partners. Our aim is to provide a platform that empowers our team to excel and make a significant impact, while also supporting their career aspirations....


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    Job Title: Senior Manager, HNW UnderwritingAt Prudential plc, we are committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We provide a platform for our employees to excel and make a meaningful impact on the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Job SummaryWe are seeking a seasoned professional to join our team as a Senior HNW Insurance Business Development Manager. This role will be responsible for driving growth in the Asia HNW / UHNW market by building on our company's established position as a leading provider of insurance-based wealth solutions.Key ResponsibilitiesCollaborate with senior...


  • Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    Job SummaryWe are seeking a highly experienced Underwriting Manager to join our team at Chubb Life. The successful candidate will be responsible for overseeing the underwriting process, ensuring policies are issued in compliance with company guidelines and industry regulations.Key ResponsibilitiesWork closely with Senior Managers to evaluate HNW insurance...


  • Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    About the RoleAs a Senior HNW Business Development Lead at Chubb Life, you will play a key part in developing business strategies to drive top-line growth. You will work closely with the Head of HNW Business Development to identify new opportunities and build relationships with international bank brokerage partners. Your focus will be on coaching and...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers shine brighter than others If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Life is a world-class...


  • Hong Kong, Hong Kong SAR China Selby Jennings Full time

    Our client is a boutique international insurance company, looking to hire a senior candidate in their Hong Kong office. You will be responsible for delivering growth in the Asia HNW / UHNW market. The job holder will build on the business's already established position as a leading providing of insurance-based wealth solutions. As the primary contact in the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured. We provide a platform for our people to excel and make an impact, supporting their career ambitions. We pledge to make Prudential a place where you can...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full time

    At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We empower our team members to excel and make a meaningful impact on the business. Our goal is to make Prudential a place where you can...