Director, HNW Case Management & Sales Enablement

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

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,