HNW Insurance Analytics & Operations Lead

Morgan Mckinley Limited; Hong Kong; On-site; HKD 420,000 - 540,000; Full time

Job summary

Morgan Mckinley Limited is seeking a Senior Officer, HNW Business in Hong Kong to provide business analytics, training support, premium financing administration, and case management assistance. The role demands strong analytical skills, attention to detail, and a willingness to learn within the High Net Worth insurance segment.

The candidate will craft reports and dashboards, prepare training materials, coordinate premium financing documentation, and support extensive HNW case management

Qualifications

• Bachelor's degree in Business Administration, Finance, Insurance, Data Analytics, or related disciplines.
• 2–4 years of relevant experience in insurance, banking, financial services, or business support functions.
• Experience in reporting, data analysis, administration, or training support is preferred.

Responsibilities

• Provide business analytics and reporting support including regular performance reports and dashboards.
• Assist in training content development and coordination of HNW product training sessions and seminars.
• Coordinate and manage premium financing documentation and liaise with banks and internal teams.
• Support life insurance case management activities including documentation review and workflow coordination.
• Develop expertise in High Net Worth insurance solutions, underwriting, premium financing structures, and wealth/source of funds considerations.

Skills

Business analytics

Data analysis

Presentation skills

Training support

Premium financing administration

Case management

Education

Bachelor's degree in Business Administration, Finance, Insurance, Data Analytics

Tools

Power BI

Excel

Job description

Morgan Mckinley Limited is seeking a Senior Officer, HNW Business in Hong Kong to provide business analytics, training support, premium financing administration, and case management assistance. The role demands strong analytical skills, attention to detail, and a willingness to learn within the High Net Worth insurance segment.

The candidate will craft reports and dashboards, prepare training materials, coordinate premium financing documentation, and support extensive HNW case management