Life Insurance Case Manager/AVP, Global Private Bank

5 days ago


Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time
Life Insurance Case Manager/AVP, Global Private Bank

Life Insurance Case Management for HNW clients

Our 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 markets
  • Serve as the bridge between insurance companies, private bankers, and Clients
  • Support Bankers/Clients with medical booking and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements
  • Facilitate timely preparation of clients' presentation materials, prepare pipeline reports, and tackle any related issues
Requirements
  • Degree holder with at least 4 years of relevant life insurance case management/client service experience acquired from International insurance brokers
  • Familiar with life insurance products & underwriting process
  • Fluently written and spoken English and Mandarin
  • Proven organization skills with strong attention to detail
  • Excellent interpersonal and communication skills
  • Sales assistant, operations & regulatory support experience
Additional Responsibilities
  • Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong Markets
  • Working closely with external counterparties in account opening, pricing quotation, bank, and fund operations
  • Resolving daily inquiries from affluent professional investors
  • Participating in ad hoc regional and local projects
  • KYC, Name Screening & Account Documentation
  • Conduct basic due diligence checking under respective AML requirements
  • Oversight of KYC and Client On-Boarding functions
  • Report to the Regional Head of KYC
  • Assume team lead functions to oversee KYC and client onboarding for low to high risk cases
  • Accountable for CDD Review to ensure fulfillment of regulatory and corporate governance
  • Assume the primary contact point to support front office in resolving clients' documentation, instruction, payment, and operational issues with back office; L&C departments
  • Serve as the key gatekeeper to review/verify the clients' banking transaction/related documents
  • Assist ad hoc projects and administration work among the team
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