Senior Manager, High Net Worth Business Development

3 weeks ago


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

About FWD Life Insurance Corporation

FWD Life Insurance Corporation is a leading pan-Asian life insurance business with a strong presence in 10 markets. With over 11 million customers, we are committed to making the insurance journey simpler, faster, and smoother. Our innovative approach and easy-to-understand products are supported by digital technology, enabling us to deliver exceptional customer experiences.

The Role

  • Support the growth of our High Net Worth business through strategic partnerships with distribution channels, including Brokerage and Bancassurance.
  • Lead a team of case managers to deliver exceptional HNW business case management services to our business channels.
  • Be a subject matter expert, providing support to internal and external stakeholders, and ensuring a smooth process for new business, policy servicing, and assignment documentation.
  • Streamline internal workflows with departments to ensure efficient processing of new business, policy servicing, premium, and policy financing matters.
  • Discuss and negotiate with relevant parties to resolve issues and ensure a seamless customer experience.
  • Maintain accurate records and generate status reports as needed to inform management and team heads.
  • Support and back up our business channels, including brokers, as assigned by the team head.
  • Develop tasks and initiatives assigned by the team heads to drive business growth and improvement.

The Ideal Candidate

  • Hold a degree in business or a related field.
  • Have at least 8 years of relevant experience in life insurance functions, with HNW experience highly recommended.
  • Possess a high level of business sense, risk awareness, sales quality, and compliance awareness.
  • Be open-minded and able to manage multiple channels.
  • Have a strong sense of responsibility and job ownership.
  • Have a deep understanding of life insurance products and operational flows.
  • Be fluent in both written and spoken English and Chinese.
  • Have proficiency in PC skills, including Excel, Word, and PowerPoint.

We offer a competitive package, including 5-day work, 20-22 days annual leave, and excellent learning and development opportunities. We are an equal opportunity employer and do not discriminate on the basis of race, sex, disability, or family status in the employment process. Information collected will be treated in strict confidence and used solely for recruitment purposes.



  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job Title: High Net Worth Underwriting ManagerJoin Sun Life as a High Net Worth Underwriting Manager and take on a challenging role that requires strong underwriting skills and business acumen. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients, ensuring that our company's underwriting...


  • Hong Kong, Central and Western District, Hong Kong SAR China CHUBB Full time

    Business Development Manager for High Net Worth ClientsWe are seeking a seasoned Business Development Manager to join our team at Chubb Life. As a key member of our High Net Worth Business Development team, you will be responsible for developing and executing business strategies to drive top-line growth.Develop and maintain relationships with high net worth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job SummaryWe are seeking a highly skilled and experienced High Net Worth Underwriting Manager to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for performing underwriting risk assessments, collaborating with business partners, and delivering exceptional customer service.Key ResponsibilitiesUnderwriting Risk...


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

    About FWD GroupFWD Group 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.The JobSupport distribution channels to grow High Net Worth business, including Brokerage and Bancassurance.Lead a sub-team of case managers to deliver HNW business case...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job Title: High Net Worth Underwriting SpecialistJob Summary:We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.Key Responsibilities:Perform underwriting risk assessments within...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job Title: High Net Worth Underwriting ManagerAt Sun Life, we are seeking a highly skilled and experienced High Net Worth Underwriting Manager to join our team. As a key member of our underwriting team, you will be responsible for performing underwriting risk assessments within delegated authority limits to ensure accurate, fair, and prompt underwriting...


  • Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full time

    {"title": "High Net Worth Underwriting Opportunity", "content": "Job SummaryWe are seeking a seasoned High Net Worth Underwriter to join our Global High Net Worth Underwriting team at ConnectedGroup Limited. As a key member of our team, you will be responsible for managing the underwriting process, identifying risks, and providing guidance to other...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full time

    Job Summary:As a High-Net-Worth Individual Sales Specialist at Gopher Asset Management 歌斐資產, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions. You will provide professional asset management advice and solutions tailored to the needs of high-net-worth...


  • Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full time

    Job Title: Director, HNW UnderwritingWe are seeking a seasoned High Net Worth Underwriter to join our Global High Net Worth Underwriting team at ConnectedGroup Limited. As a key member of our team, you will be responsible for managing the underwriting process, identifying risks, and providing guidance to other underwriters.Your Key Responsibilities:Manage...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job Title: Senior Manager, High Net Worth Relationship and Wealth StructuringAt Sun Life, we are seeking a highly skilled and experienced Senior Manager to lead our High Net Worth Relationship and Wealth Structuring efforts. This role will be responsible for promoting, training, and developing relationships with selected brokerage partners, working in...


  • Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full time

    High Net Worth Underwriting OpportunityA leading multinational life insurer in Hong Kong is seeking a seasoned High Net Worth Underwriter to join their Global High Net Worth Underwriting team. As a key member of the team, you will have the opportunity to work with prestigious clients, leveraging innovative solutions to meet their unique needs while advancing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job DescriptionPromote and develop strategic partnerships with selected Brokerage partners, working collaboratively with the Sun Life Hong Kong High Net Worth team to foster closer relationships between the broker and Sun Life Hong Kong.The Senior Manager, High Net Worth Business Development plays a key role in driving HNW sales across strategic...


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

    Underwriting Manager, High Net Worth and Individual Life BusinessHSBC is seeking a seasoned Underwriting Manager to lead our High Net Worth and Individual Life Business team. As a key member of our underwriting team, you will be responsible for implementing our underwriting policy and principles, ensuring that business is accepted on a sound and lasting...


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full time

    Wealth Management at Goldman SachsAt Goldman Sachs, we help our clients achieve their financial goals through our wealth management services. Our Private Wealth Management team specializes in creating comprehensive wealth plans for high net worth individuals and families.Key ResponsibilitiesAs a Private Wealth Advisor, you will work closely with clients to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full time

    Job SummaryWe are seeking a highly skilled Underwriting Manager to join our High Net Worth team at Sun Life. As a key member of our team, you will be responsible for performing underwriting risk assessments and making accurate, fair, and prompt decisions.Key ResponsibilitiesConduct thorough underwriting risk assessments to ensure accurate and fair...


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

    Underwriting Manager, High Net Worth and Individual Life BusinessHSBC Life is a world-class institution where you can specialize in Insurance and enjoy the advantages of being part of a leading global international bank. Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing...


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

    Delivering on PromisesAt HSBC Life, we help our clients achieve their goals by providing a wide range of life insurance products and services. As an Underwriting Manager for High Net Worth and Individual Life Insurance, you will play a critical role in ensuring that our clients receive the best possible protection for their loved ones.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Career Opportunity in Private BankingHang Seng Bank Limited is committed to delivering exceptional service quality. Our people are our most valuable asset and play a vital role in enhancing our performance for customers and providing best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...


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

    About HSBC LifeHSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life, we help deliver on these promises by providing a wide variety of life insurance products and services to our...


  • 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 a strong presence in 10 markets. With over 11 million customers, we are committed to making the insurance journey simpler, faster, and smoother. Our innovative approach and easy-to-understand products are supported by digital technology,...