Your new company
A leading international wealth management firm is looking for senior case manager to support HNW business operations.
Your new role
- Deliver end-to-end case management service for the new applications in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time.
- Manage the team for process cases in accurate, effective & timely manner.
- Ensure proper and complete documentation is filed in the internal record with good quality.
- Support head to monitor the team for achieve the business, coach and train the junior staffs
- Handle and resolve the problem cases skillfully and independently.
- Support ad-hoc tasks, projects and cross channel duties
What you'll need to succeed
- More than 3 years relevant experience in insurance.
- New business experience / experienced in handling universal life and HNW cases
- Good interpersonal skills and mature attitude
- Able to work under pressure to meet deadlines independently for tasks
- Great communication in English and Mandarin
- Candidate with more experience would consider as manager
What you need to do now
To start a private conversation about this role, click “apply now” to forward your CV. If you want to explore new opportunities within insurance, please contact Anson Wong at email@example.com or 2230-7486.