Director, Case Management & Sales Enablement

FWD Group Management Holdings Limited; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Benefits offered by this job

5-day work week

20-22 days annual leave

Learning & development opportunities

Attractive compensation package

Job summary

FWD Group in Hong Kong is seeking a senior leader to oversee case management, compliance and distribution support for High Net Worth clients in our rapidly expanding life and health insurance business.

The ideal candidate has 10+ years' relevant experience, including 5 years in management, fluent English, Chinese and Putonghua, and strong skills in negotiation, presentation and MS Office. Join a dynamic team driving premium financing and cross-channel collaboration.

Qualifications

• 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, and related structures.
• Very strong in interpersonal, presentation, negotiation & problem solving skills.
• Strong 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.

Responsibilities

• Draft and implement the best case submission workflow to comply with company internal polices and regulatory requirements.
• Support distribution channels to grow High Net Worth business for the company, including 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

Skills

English

Chinese

Putonghua

Life insurance knowledge

Interpersonal skills

Presentation

Negotiation

Problem solving

MS Office

MIS reporting

Tools

MS Office

MIS reporting

Job description

FWD Group in Hong Kong is seeking a senior leader to oversee case management, compliance and distribution support for High Net Worth clients in our rapidly expanding life and health insurance business.

The ideal candidate has 10+ years' relevant experience, including 5 years in management, fluent English, Chinese and Putonghua, and strong skills in negotiation, presentation and MS Office. Join a dynamic team driving premium financing and cross-channel collaboration.