Manager, HNW Case Management

Full Time
Quarry Bay
Senior (6-10 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Manager, HNW Case Management

Location: HONG KONG

  • Setting the case workflow, standard turn-around time, guidelines with Head of HNW Operations and Services on HNW case management, including Universal Life and other HNW products as classified by the Company
  • Manage HNW business pipeline and set priority for case processing
  • Manage the front-to-end process of HNW products’ policy application to smooth delivery, by identifying areas of flexibilities and making relevant recommendations to distributors
  • Work closely with HNW Underwriting Team and conduct monthly review to ensure Underwriters’ decisions are implemented accordingly
  • Maintain close communications with distribution channels to follow up pending requirements for medical and financial underwriting
  • Coordinate with internal stakeholders to get special approval and quotations request raised by distributors
  • Manage relationship and handle enquiries from lending banks and process premium financing assignment documents until premium draw down
  • Represent case management in compliance and regulatory discussion with Internal Audit, Legal, Risk, Finance, Sales HR or Compliance
  • Maintain open communication with all distribution channels, gather distributors and bankers’ feedback, and recommend areas of enhancement for workflow and process efficiency


  • University graduate or above with FLMI or equivalent
  • Minimum 7 years’ experience in insurance industry, including experience in Universal Life policies’ case management
  • Possess Universal Life product knowledge, operations, medical and underwriting knowledge
  • Experience in managing and servicing jumbo cases from international clients is an added advantage
  • Good command of spoken English, Cantonese and Mandarin
  • Good interpersonal and people management skills
  • Strong ability to assess business priorities and negotiate with distributors accordingly
  • PC literate in Word, Excel, PowerPoint and Chinese word processing

Professional Qualifications

  • Fellow, Life Management Institute (FLMI)

Technical Skills

  • Audit
  • Compliance
  • Corporate Communications
  • HR
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Negotiation
  • Sales
  • Team Management
  • Underwriting