Life Insurance Case Manager/AVP, Global Private Bank

2 months ago

hong kong, Hong Kong SAR China Projob21.com 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
#J-18808-Ljbffr

  • Manager, Insurance Sales Support

    4 weeks ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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. ...

  • AVP, Business Finance, Private Banking

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced AVP, Business Finance, Private Banking to join our team at DBS Bank (Hong Kong) Limited. As a key member of our Group Finance team, you will be responsible for delivering world-class financial planning and analysis, as well as providing insights and analyses to support business decisions.Key...

  • Case Manager

    5 months ago

    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...

  • AVP/VP - Investment Product Management, European Private Bank

    3 days ago

    Hong Kong, Hong Kong SAR China Interfill Group Full time

    A reputable and stable European Private Bank is currently looking for a new AVP or VP to join their Product Management team; this is replacement role, working in a lean team of less than 5. The role and bank boasts excellent working environment and work-life balance:  Job Duties:  Report directly to the Head of Product Management Manage and enhance the...

  • Business Management AVP, Asian Private Equity Group

    2 months ago

    hong kong, Hong Kong SAR China Projob21.com Ltd. Full time

    Business Management AVP, Asian Private Equity Group Regional Business Management & Support Project Lead to Drive Expansion & Vendor Mgmt Rewarding Private Equity Career Our Client Appointed by one of the fastest growing Asian Based Private Equity groups with investment specialization in TMT, industrial, consumer, and financial sectors and over USD 2...

  • Private Bank

    2 months ago

    Hong Kong, Hong Kong SAR China Deutsche Bank Full time

    Job Description: Details of the Division and Team Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and...

  • AVP/VP, Generalist, Private Partners Service, Private Banking

    3 months ago

    Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

  • Senior Manager, HNW Case Management

    6 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...

  • Associate Director, Insurance Advisory

    1 month ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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. ...

  • Insurance Platform and Solutions Manager

    4 weeks ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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. ...

  • AVP, Lending Advisor

    2 weeks ago

    Hong Kong, Hong Kong SAR China Captar Partners Full time

    Leading Chinese Private Bank Great Working Culture Great Remuneration Package company overview. This leading Chinese Private Bank is looking for seasoned lending advisory talent to join their team due to business expansion. Great working culture and great remuneration package are provided. job scope. As the AVP, Lending Advisor in a Leading Chinese...

  • Team Leader, Case Management

    3 months ago

    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...

  • Investment Credit Analyst, FWD Life Insurance

    4 days ago

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

    About this RoleWe are seeking an experienced Investment Credit Analyst to join our team at FWD Life Insurance Corporation.Job SummaryThe successful candidate will be responsible for supporting the management of the credit portfolio, covering both public and private transactions in international and local markets.Main ResponsibilitiesSupport the analysis of...

  • Risk Operations Manager, Life Insurance

    6 days ago

    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 over 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. Our company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and...

  • Insurance Case Management Team Lead

    6 days ago

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

    Unlock Your Potential in a Dynamic CareerHSBC Life is a world-class institution where you can specialize in Insurance and enjoy the advantages that come with being part of a leading global international bank. Our team is seeking a high calibre professional to join us as a Team Leader, Case Management.Key ResponsibilitiesWork closely with the Senior Case...

  • AVP/VP, Generalist, Private Partners Service, Private Banking

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business Function DBS Private Banking offers a comprehensive suite of services tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors provides personalized wealth management solutions, leveraging our extensive network and global partnerships to deliver exceptional results. Key ResponsibilitiesManage...

  • Team Leader, Case Management

    6 months ago

    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...

  • Chubb Life: Case Manager, HNW Case Management

    4 months ago

    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...

  • Insurance Team Lead

    4 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...

  • Strategic Procurement Manager, FWD Life Insurance

    4 days ago

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

    About the RoleWe are seeking a highly experienced and skilled Strategic Procurement Manager to join our team at FWD Life Insurance Corporation. In this role, you will be responsible for driving procurement transformation across the Group.Key ResponsibilitiesDevelop and implement procurement strategies for technology, digital & data related categories to...