Life Insurance Case Manager/AVP, Global Private Bank
5 days ago
Life Insurance Case Management for HNW clients
Our 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 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
- 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
- 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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