Associate Director/ Senior Manager, HNW New Business Support (Case Management)

FWD Group Management Holdings; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

5-day work week

Annual leave 20-22 days

Learning & development opportunities

Job summary

FWD Group in Hong Kong is seeking a seasoned professional to lead the case management team handling High Net Worth cases across multiple jurisdictions. You will draft optimized submission workflows to ensure compliance with internal policies and regulatory requirements, and support distribution channels including Brokerage, Tied Agency, and Bancassurance.

The role requires a university degree with at least 10 years of relevant experience, including 5 years in management, and strong English,

Qualifications

• University graduate with at least 10 years relevant experience, including 5 years in management.
• Excellent written and spoken English, Chinese, and Putonghua.
• Proactive and can manage multiple projects simultaneously.
• Strong knowledge of life insurance products, premium financing, and business insurance structures.
• Excellent interpersonal, presentation, negotiation and problem-solving skills.
• Proficient in MS Office and generating MIS reports.
• High awareness of risk, sales quality, and compliance.

Responsibilities

• Lead a case management team to support HNW business across jurisdictions.
• Draft and implement the best case submission workflow to comply with internal policies and regulatory requirements.
• Support distribution channels to grow HNW business (Brokerage, Tied Agency, Bancassurance).
• Serve as subject matter expert and provide support to internal and external stakeholders.
• Drive discussions with internal & external parties to resolve issues.
• Conduct training for sales channels (Tied Agency, Bank/Brokers fellows).
• Review and streamline procedures to improve efficiency and monitor daily operations for compliance.
• Onboard new banks for premium financing; review workflow and clearance from stakeholders.
• Maintain records and generate status reports for management.
• Develop team members for effective support to sales teams.

Skills

Management

English

Chinese

Putonghua

Life Insurance

MS Office

MIS Reporting

Team Development

Education

University degree

Tools

MS Office

Job description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

The Job

• Lead case management team to support HNW business across various jurisdictions.
• Draft and implement the best case submission workflow to comply with company internal polices and respective regulatory requirements.
• Support distribution channels to grow High Net Worth business for the company, including but not limited to Brokerage, Tied Agency and Bancassurance.
• Be the subject matter expert, lead case management team to provide support to distribution channels, both internal and external stakeholders.
• Drive discussions with relevant parties (internal & external) to ensure problems are solved.
• Conduct training to sales channels (including Tied Agency, Bank/Brokers fellows).
• Review and streamline procedure regularly to drive efficiency, monitor daily operations to comply with company internal guidelines and regulatory requirements.
• Onboard new banks for premium financing, review workflow, assignment documents and obtain clearance from internal stakeholders.
• Maintain good records, generate status reports for management as needed.
• Manage and develop team members to carry out effective support to the sales teams.

The Person

• University graduate with at least 10 years relevant experience including at least 5 years of management experience.
• Good command of written and spoken English, Chinese, and Putonghua.
• Proactive, able to handle various projects simultaneously.
• Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure.
• Very strong in interpersonal, presentation, negotiation & problem solving skills.
• Strong in PC skills in using MS Office, managing MIS report.
• High level of risk, sales quality and compliance awareness.
• Candidates with less experience will be considered as Senior Manager.

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.