HNW Policy Servicing

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...

Serve as the primary point of contact for high-net-worth clients regarding their life and health insurance policies Manage all aspects of policy servicing including updates, renewals, endorsements, claims follow-up, and documentation Liaise with insurers, clients, relationship managers, and internal departments to ensure timely and accurate servicing...

Head of Broker Distribution - HNW and Broker As a Head of Broker Distribution - HNW and Broker, your main responsibilities will include: Developing and implementing strategic plans to expand the broker distribution channel. Building and maintaining strong relationships with brokers and high-net-worth clients. Driving business growth by identifying new...

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...

Head of Broker Distribution - HNW and Broker Add expected salary to your profile for insights As a Head of Broker Distribution - HNW and Broker, your main responsibilities will include: Developing and implementing strategic plans to expand the broker distribution channel. Building and maintaining strong relationships with brokers and high-net-worth clients....

Reputable Life Insurance firm Attractive package About Our Client This opportunity is with a large insurance firm. The company offers comprehensive solutions tailored to meet the diverse needs of its clients, focusing on exceptional service and innovative strategies. Job Description As a Head of Broker Distribution - HNW and Broker, your main...

Key responsibilties: Design, plan, and execute high-touch, international-calibre events and exclusive experiences (e.g., luxury sponsorships, private gatherings, cross-border seminars) tailored specifically to the interests and preferences of the HNW segment. Manage end-to-end event logistics, budget, vendor relationships, and measurable outcomes to ensure...

Overview Our client, a leading multinational life insurer, is expanding its High Net Worth (HNW) business globally and is seeking a senior leader to oversee operations and drive transformation across this critical segment. The role is centred on building scalable, efficient, and client-focused operations that deliver exceptional service to HNW clients while...

Responsibilities Design, plan, and execute high-touch, international-calibre events and exclusive experiences (e.g., luxury sponsorships, private gatherings, cross-border seminars) tailored specifically to the interests and preferences of the HNW segment. Manage end-to-end event logistics, budget, vendor relationships, and measurable outcomes to ensure...

Assistant Insurance Case Manager (HNW, Premium Financing, 40k - 50k) Manage the complete lifecycle of HNW and bank-broker case processes for new business and policy servicing requests. Collect and examine client documentation to fulfill underwriting and case review standards. Evaluate applications with diverse insurance requirements and unique client...