New Business Case Manager

Join to apply for the Assistant Case Manager role at HSBC In this role you will provide support on end-to-end High Net Worth ("HNW") new business case management service in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time. Responsibilities Process cases accurately, effectively, and timely. Ensure...

In this role you will Provide support on end-to-end High Net Worth (HNW") new business case management service in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time. Process cases in accurate, effective & timely manner. Ensure proper and complete documentation is filed in the internal record with good...

Our client is a reputable international insurer in Hong Kong. They are seeking a Case Manager to provide case support for in their brokerage team. This role requires solid experience in handling saving and protection insurance products. To ensuring smooth execution and coordination with business leaders and counter parties internally and externally. Key...

Job Responsibilities Provide all administrative support to Sales Consultants Assist Sales Consultants on all Case Management matters; from quotation stage to inception of policy and post inception thereafter Liaise with bankers, trustees, insurance carriers and clients to ensure a smooth Case Management process Assist with arrangement of all medical exams /...

Support on High Net Worth (HNW) case management. Responsible for New Business and Policy Servicing to clients and bank brokers. Collect and assess client documentation to satisfy underwriting and review requirements. Evaluate applications with varied insurance needs and specific client situations to ensure clarity and thoroughness. Process premium financing...

Senior Officer/ Assistant Manager, New Business Support, Strategic Partnership FWD Group (1828.HK) is a pan‑Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer‑led and tech‑enabled approach aims to deliver innovative propositions,...

A leading life insurance provider in Hong Kong is seeking a Senior Officer/Assistant Manager for New Business Support within Strategic Partnerships. The role requires overseeing new business processing and case management, requiring 3-5 years of relevant experience in life insurance operations. Candidates must demonstrate strong communication and...

A financial services firm in Hong Kong is seeking a professional to support High Net Worth (HNW) case management. The role involves managing new business and policy servicing for clients and bank brokers, assessing documentation for underwriting needs, and ensuring adherence to guidelines. Candidates should have a Bachelor's degree and at least 4 years of...

An international insurer in Hong Kong is seeking a Case Manager to oversee complex insurance cases and ensure regulatory compliance. The ideal candidate should have over 8 years of experience in high net worth insurance, with a strong background in saving and protection products. Proficiency in Mandarin, English, and Cantonese is required, along with...

Life Insurance Case Manager/AVP, Global Private Bank Life Insurance Case Management for HNW clients Our Client Representing one the most respectable & sustainable European Private Bank 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...