Case Manager

• Deliver 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 new business applications in accurate, effective & timely manner
• Ensure proper and complete documentation is filed in the internal record with good quality
• Work closely with stakeholders in order to support distribution
• Consistently and accurately provide the updated case information to all key stakeholders
• Handle case enquires from key stakeholders in professional & timely manner
• Handle and resolve the problem cases skillfully and independently
• Support ad-hoc tasks, projects as assigned

• Bachelor's degree in business, finance, insurance, or a related field
• Working experience in life insurance industry, preferably bancassurance with HNW Case Management &/or New Business Operation experience is desirable
• Proven knowledge on processing HNW new business life insurance applications
• Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
• A team player with great sense of ownership and customer concentric mindset to ensure the daily case management activities, servicing and projects are delivered in high quality with timely manner
• Ability to work independently and meet tight deadlines without compromising quality
• Strong communication, interpersonal, analytical and problem solving skills
• Proficiency in both written and spoken English and Chinese

Possessing LOMA qualifications or in progress of taking any LOMA courses

• Flexible working
• Opportunities to grow within an inclusive and diverse environment