HNW Case Management Manager

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...

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...

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...

Business Development Assistant Manager– HNW Brokerage Channel Provide sales, training and marketing supports to HNW distribution channels, mainly international brokers Relationship building and business development with HNW distribution channels Focus on assigned sales targets Facilitate sales and case management with internal and external parties Be the...

High Net Worth Case Manager/Senior Manager Add expected salary to your profile for insights Review and assess incoming life insurance applications to ensure completeness and accuracy. Work with Underwriting and Distribution teams to obtain required medical documentation and underwriting decisions. Serve as a liaison with Distribution teams to ensure all...

A leading financial services firm in Hong Kong is seeking a High Net Worth Case Manager/Senior Manager. The successful candidate will review and assess life insurance applications, ensuring they meet regulatory standards. You will collaborate with various teams to facilitate application processing and maintain communication with insurance intermediaries. The...

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...

Key Responsibilities Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirements Ensure effective process efficiency, policy insurance & renewal, client relations, and undertake other duties as may be required Reviewing all...

A leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...