Manager, New Business

Howden Private Wealth; Hong Kong; On-site; HKD 201,000 - 290,000; Full time

Job summary

Howden Private Wealth in Hong Kong specializes in UHNW clients and provides holistic wealth and risk solutions.

We are seeking an organized administrator to support Sales Consultants, manage case files from quotation to inception, and liaise with banks, trustees and carriers, ensuring compliant, accurate applications.

The role requires MS Office proficiency, attention to detail, and teamwork across regional offices.

Qualifications

• Degree holder; professional insurance qualifications preferred.
• At least 2 years in life insurance or related field.
• Strong MS Office proficiency and reporting ability.

Responsibilities

• Provide all administrative support to Sales Consultants
• Assist on Case Management from quotation to inception and post inception
• Liaise with bankers, trustees, carriers and clients to ensure smooth Case Management
• Arrange medical exams / re-tests / additional tests
• Attend medical examinations with clients and collect data
• Ensure documentation is complete, accurate and in order
• Adhere to Compliance requirements
• Maintain records of each application
• Update progress on pending case reports and inforce lists
• Provide reports to Bank Partners & Management
• Assist with clients’ travel and medical reimbursements

Skills

Microsoft Office

Organisational skills

Communication skills

Team player

Education

Bachelor's degree

Insurance qualifications

Job description

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

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 carriers and clients to ensure a smooth Case Management process
• Assist with arrangement of all medical exams / re-tests / additional tests
• Attend medical examination with clients and collection of clients’ data (when necessary)
• Ensure information and application documentation are complete, accurate and in order
• Ensure adherence to all Compliance requirements
• Maintain good record keeping of each application
• Update progress on pending case report and inforce list
• Provide accurate and timely reports to Bank Partners & Management
• Assist on clients’ travel and medical reimbursements

Job Requirements

• Degree holder, preferably with professional insurance qualifications
• Minimum 2 years of relevant work experience, with knowledge in life insurance
• Proficient in Microsoft Office
• Strong organisational and communication skills
• Ability to multi-task, strong organizational and problem solving skills
• Team player and strong interpersonal skills