Director, HNW Case Management & Distribution

FWD Life Insurance Corporation; Hong Kong; On-site; HKD 1,000,000 - 2,000,000; Full time

Benefits offered by this job

5-day workweek

20-22 days annual leave

Learning & development opportunities

Attractive compensation package

Job summary

FWD Group in Hong Kong seeks an experienced leader to head the Case Management team supporting HNW businesses across jurisdictions. Drafting and implementing the best submission workflow, and ensuring compliance with company policies and regulatory requirements.

You will support distribution channels—Brokerage, Tied Agency and Bancassurance—while developing the team, guiding internal and external stakeholders, and driving efficient operations.

Qualifications

• 10+ years of relevant experience in life insurance
• Minimum 5 years in a management role
• Strong command of English, Chinese and Putonghua
• Deep knowledge of life insurance products and premium financing
• Awareness of risk, sales quality and regulatory requirements
• Proven interpersonal, presentation and negotiation skills

Responsibilities

• Lead the case management team to support HNW business across jurisdictions
• Draft and implement the best case submission workflow in line with policies and regulations
• Support distribution channels to grow HNW business (Brokerage, Tied Agency, Bancassurance)
• Provide SME support to internal and external stakeholders
• Drive discussions to resolve problems and improve processes
• Conduct training for sales channels
• Review procedures to maintain efficiency and regulatory compliance
• Onboard banks for premium financing and obtain internal clearance
• Maintain records and generate status reports for management
• Develop team members to deliver effective sales support

Skills

Case management

Leadership

Stakeholder management

English proficiency

Putonghua

Education

University graduate

Tools

MS Office

MIS reporting

Job description

FWD Group in Hong Kong seeks an experienced leader to head the Case Management team supporting HNW businesses across jurisdictions. Drafting and implementing the best submission workflow, and ensuring compliance with company policies and regulatory requirements.

You will support distribution channels—Brokerage, Tied Agency and Bancassurance—while developing the team, guiding internal and external stakeholders, and driving efficient operations.