Senior case manager (wealth management operations)

Senior case manager (wealth management operations)

Your new company
An 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 5 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 less 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. #1220718


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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