High Net Worth Underwriting Manager

2 months ago


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

We 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 Responsibilities
  • Underwriting Risk Assessment: Perform thorough underwriting risk assessments to ensure accurate and fair underwriting decisions.
  • Business Partner Collaboration: Collaborate closely with our business partners to achieve our global high net worth goals.
  • Customer Service: Deliver exceptional customer service to our clients, ensuring their needs are met and exceeded.
  • Project Participation: Participate in projects related to underwriting, driving business growth and improvement.
  • Regulatory Compliance: Ensure compliance with regulatory requirements, including AML, CDD, KYC, and risk management.
Requirements
  • Education: University degree or above.
  • Designations: Completion of the FLMI and FALU designations or willingness to complete over the next 5 years.
  • Experience: Over 10 years of experience in life underwriting, with at least 2 years in the high net worth space.
  • Skills: Strong life product and operational business knowledge, excellent interpersonal and organizational skills, and ability to assess priorities and negotiate with clients.
  • Technical Skills: Proficient in underwriting systems and tools, Word, Excel, and PowerPoint.
What We Offer

We offer a competitive salary, MPF, group life and group medical insurance, and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates.



  • 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 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 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: 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 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 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 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 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 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 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

    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 HSBC Full time

    About the RoleWe are seeking a seasoned Underwriting Manager to lead our High Net Worth and Individual Life Business team. As a key member of our Chief Underwriting Office, you will be responsible for implementing our underwriting policy and principles to ensure profitable business growth.Key ResponsibilitiesDevelop and implement underwriting strategies to...


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

    Key ResponsibilitiesEnsure seamless processing of high net worth submissions through the New Business Department.Verify submitted documents for completeness and accuracy.Monitor pending cases, serving as the initial point of contact between sales platforms and underwriters.Role ExpectationsCommunicate underwriting requirements and decisions to Partnership...


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

    Job Title: Senior Manager, HNW UnderwritingAt Prudential plc, we are committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture of diversity and inclusion for our people, customers, and partners. We provide a platform for our employees to excel and make a meaningful impact on the...


  • 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 Prudential plc Full time

    At Prudential, we're committed to being partners for every life and protectors for every future. Our purpose drives everything we do, creating a culture where diversity is celebrated and inclusion is assured. We provide a platform for our people to excel and make an impact, supporting their career ambitions. We pledge to make Prudential a place where you can...


  • 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 HARBRIDGE PARTNERS Full time

    Senior Underwriting Manager/DirectorHarbridge Partners is seeking a seasoned Senior Underwriting Manager/Director to lead our underwriting team in Hong Kong. As a key member of our leadership team, you will be responsible for developing and implementing underwriting processes and procedures that meet regulatory requirements.Key Responsibilities:Develop and...


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

    Senior Underwriting Manager/Director (Retail / HNW Health & Life)Join HARBRIDGE PARTNERS, a leading employment agency, in this exciting opportunity to lead our underwriting team. As a Senior Underwriting Manager/Director, you will be responsible for developing and implementing underwriting processes and procedures that comply with regulatory...


  • 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...