High Net Worth Case Manager

IPS Group (Asia) Limited; Hong Kong; On-site; HKD 279,000 - 446,000; Full time

Job summary

IPS Group (Asia) Limited in Hong Kong is seeking a Case Manager to support its expanding financial services operations in the region. You will provide administrative support to Sales Consultants and handle end-to-end case management from quotation to inception and post-inception.

The role requires coordination with bankers, trustees, insurance companies and clients, arranging medical exams and ensuring complete, accurate documentation, while maintaining meticulous records and timely reports to

Qualifications

• Degree holder, preferably with professional insurance qualifications.
• Min. 3 years of relevant work experience, with brokerage in life insurance.
• Proficient in MS Office.

Responsibilities

• Provide all administrative support to Sales Consultants
• Assist Sales Consultants on all Case Management matters, from quotation stage to inception of policy and post inception thereafter
• Liaise with bankers, trustees, insurance companies and clients to ensure a smooth Case Management process
• Assist with arrangement of all medical exams
• Ensure information and application documentation are complete accurate and in order
• Maintain good record keeping of each application
• Update progress on pending case report
• Provide accurate and timely reports to Bank Partners & Management

Skills

Cantonese

English

Mandarin

Education

Bachelor's degree

Tools

MS Office

Job description

A renowned financial institution is looking for case manager to support their expanding business in Hong Kong region.

Job Responsibilities:

Provide all administrative support to Sales Consultants

Assist Sales Consultants on all Case Management matters, from quotation stage to inception of policy and post inception thereafter

Liaise with bankers, trustees, insurance companies and clients to ensure a smooth Case Management process

Assist with arrangement of all medical exams

Ensure information and application documentation are complete accurate and in order

Maintain good record keeping of each application

Update progress on pending case report

Provide accurate and timely reports to Bank Partners & Managment

Job Requirements

Degree holder, preferably with professional insurance qualifications

Min. 3 years of relevant work experience, with brokerage in life insurance

Proficient in MS Office

Strong organizational and communication skills with fluency in Cantonese, English and Mandarin

Team player and strong interpersonal skills