Assistant Case Manager
3 days ago
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 quality. Work closely with stakeholders to support the business channels to achieve the sales targets. Consistently and accurately provide the updated case information to all key stakeholders. Handle case enquiries from sales staff/brokers and stakeholders in professional manner. Carry out the administrative work and prepare new business‑related reports for the business channel/partner. Proactively support ad‑hoc/additional tasks and duties as assigned by Team Leader/Senior Manager. To be successful you will need University degree holder; Higher Diploma holder with relevant working experience will also be considered. Relevant working experience in life insurance industry, preferably bancassurance with HNW Case Management &/or New Business Operation experience. Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus. Great sense of teamwork, ownership and servicing mindset to deliver efficient and effective case management service processes. Have ability to work independently and meet tight deadlines without compromising quality. Proficiency in both written and spoken English and Chinese. Opening up a world of opportunity HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited. #J-18808-Ljbffr
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Case Manager
5 days ago
Kowloon, Hong Kong SAR China K U M Insurance Brokers Limited Full timeK U M Insurance Brokers Ltd is a well-established insurance brokerage company for 29 years since 1995. We provide comprehensive and professional insurance brokerage services which include life insurance, general insurance, professional liability insurance, employee benefits and MPF. We offer a wide range of products from multiple insurers in Hong Kong. We...
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Case Manager, High Net Worth
3 days ago
Kowloon, Hong Kong SAR China ZUU Digital Financial Services Limited Full timeZUU Group is a diversified financial services firm based in Hong Kong, offering integrated solutions in insurance brokerage , wealth management , and Capital Investment Entrant Scheme (CIES) advisory. We are committed to helping individuals and businesses achieve financial security through tailored insurance solutions and strategic financial planning. Learn...
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HNW Insurance Case Manager
3 days ago
Kowloon, Hong Kong SAR China ZUU Digital Financial Services Limited Full timeA diversified financial services firm in Hong Kong seeks a Case Manager / Insurance Specialist to manage high net worth insurance applications. This role involves overseeing the full application lifecycle, liaising with clients and stakeholders, and ensuring compliance with regulatory standards. The successful candidate will have 3–5 years of experience in...
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Insurance Case Manager — Client Solutions
5 days ago
Kowloon, Hong Kong SAR China K U M Insurance Brokers Limited Full timeA well-established insurance brokerage is looking for a Case Manager in Hong Kong. The successful candidate will drive business acceleration by managing insurance proposals and providing quality customer service. A minimum of 3 years in the insurance industry is required along with a strong knowledge of underwriting processes. Familiarity with Microsoft...
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Rehabilitation Coordinator
5 days ago
Kowloon, Hong Kong SAR China Pacific Adjusting Services Limited Full timeA healthcare service provider in Hong Kong seeks a Rehabilitation Coordinator/ Consultant/ Healthcare Case Handler. The role involves building trust with patients, coordinating treatments, and collaborating with stakeholders. A Diploma or Degree in Nursing or related fields is advantageous. The company offers a full-time position with attractive remuneration...
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HNW Case Manager — Flexible, High-Impact Ops
3 days ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading global bank in Hong Kong is seeking a professional to support High Net Worth case management services. The ideal candidate will possess a university degree or higher diploma and relevant experience in the life insurance sector, especially in bancassurance. Proficiency in written and spoken English and Chinese is required. This position offers a...
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Immigration Case Assistant
5 days ago
Kowloon, Hong Kong SAR China 錦和傳承家族辦公室有限公司 Full timeAssist clients in applying for and preparing legal documentation for immigration programs across various countries (e.g., Hong Kong Top Talent Pass Scheme, Hong Kong Investment Immigration, European immigration programs). Carefully and meticulously prepare all required documents for the immigration country to ensure timely completion of clients’...
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Case Manager
3 days ago
Kowloon, Hong Kong SAR China Brightpoint Brand Full timeObtains required Care Management enrollment consents from the individual or legal guardian Completes initial and ongoing needs assessments (Child and Adolescent Needs and Strengths; CANS) to determine the individual’s most appropriate level of care management. Responsible for the overall management of the patient’s Individualized Plan of Care. Through...
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Assistant Settlement Manager
3 days ago
Kowloon, Hong Kong SAR China Bank of China (Hong Kong) Limited Full timeResponsibilities Perform day-to-day operation duties of treasury settlement in an accurate and efficient manner, including confirmation, payment and accounting for FX, MM, Fixed Income, Derivatives, Bullion and Banknotes transactions Handle pre-settlement/settlement exception cases and post-settlement investigations Participate in new product or system...
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Assistant Settlement Manager
3 days ago
Kowloon, Hong Kong SAR China Bank of China (Hong Kong) Limited Full timePerform day-to-day operation duties of treasury settlement in an accurate and efficient manner, including confirmation, payment and accounting for FX, MM, Fixed Income, Derivatives, Bullion and Banknotes transactions Handle pre-settlement/settlement exception cases and post-settlement investigations Participate in new product or system upgrade projects,...