Assistant case manager (wealth management operations)

Assistant case manager (wealth management operations)

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 or 2230-7486.



Job Type
Banking and Financial Services

Talk to a consultant

Talk to AnsonN Wong, the specialist consultant managing this position, located in Hong Kong
6604-06,66/F, ICC, 1 Austin Road West, West Kowloon

Telephone: 22307486

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