HNW Case Manager

Selby Jennings; Hong Kong; On-site; HKD 350,000 - 550,000; Full time

Job summary

Selby Jennings in Hong Kong is seeking a Case Manager to join our team. You will work with advisers and insurers to deliver end-to-end case execution and provide exceptional client service in a fast-paced private client environment.

The role focuses on supporting HNW clients with tailored insurance solutions, coordinating with carriers, underwriters and medical providers, and ensuring timely completion of applications and documentation.

Qualifications

• Bachelor's degree holder in Business, Finance, Insurance or related discipline.
• 5+ years of experience in insurance case management, client servicing, sales operations or administration.
• Excellent written and verbal English; Chinese (Cantonese/Mandarin) is an advantage.

Responsibilities

• Support HNW insurance sales consultants in delivering customised insurance-based solutions to HNW clients
• Provide end-to-end case management support, ensuring smooth execution of insurance applications
• Liaise with insurance carriers, underwriters, medical providers, and international partners
• Prepare policy illustrations, product comparisons, and client presentation materials
• Coordinate medical examinations and ensure timely fulfillment of underwriting requirements
• Track case progress, manage timelines, and resolve bottlenecks
• Provide post-placement and after-sales servicing, including endorsements and changes
• Maintain accurate records and ensure compliance with AML/KYC and internal procedures
• Participate in process improvements and ad-hoc internal projects

Skills

Client servicing

Communication skills

English proficiency

Chinese language

Education

Bachelor's degree in Business/Finance/Insurance or related disciplines

Job description

A HNW insurance broker are looking for a Case Manager to join their Hong Kong team. In this role, you will work closely with advisers and insurers to deliver end‑to‑end case execution and exceptional client service in a fast‑paced private client environment.

Responsibilities & Tasks

• Support HNW insurance sales consultants in delivering customised insurance‑based solutions to HNW clients
• Provide end‑to‑end case management support, ensuring smooth execution of insurance applications
• Liaise closely with insurance carriers, underwriters, medical providers, and international business partners
• Prepare policy illustrations, product comparisons, and supporting materials for client presentations
• Coordinate medical examinations and ensure timely fulfillment of underwriting and documentation requirements
• Track case progress closely, proactively managing timelines and resolving bottlenecks
• Provide post‑placement and after‑sales policy servicing support, including endorsements and policy changes
• Maintain accurate records and ensure compliance with Hong Kong AML/KYC and internal procedures
• Participate in ongoing process improvements, ad‑hoc assignments, and internal projects as require

Requirements

• Bachelor's degree holder, preferably in Business, Finance, Insurance, or related disciplines
• Minimum 5+ years of relevant experience in insurance case management client servicing, sales operations or administration within an insurance company, brokerage, or wealth advisory platform
• Exposure to HNW / UHNW clients and high‑value insurance cases strongly preferred
• Client‑centric with excellent written and verbal communication skills in English; Chinese (Cantonese and/or Mandarin) is an advantage