Associate Director/ Director, Hnw New Business Support (case Management)

FWDDeploy

Hong Kong, Hong Kong
Case management leadership
Compliance with regulatory requirements
Support for distribution channels
Lead case management team to support HNW business across various jurisdictions and ensure compliance with company internal policies and regulatory requirements

Job Summary

  • Lead case management team to support HNW business across various jurisdictions and ensure compliance with company internal policies and regulatory requirements.
  • Support distribution channels including Brokerage, Tied Agency, and Bancassurance to grow the High Net Worth business and conduct training for sales channels.
  • The company offers a 5-day work week, 20-22 days annual leave, excellent learning and development opportunities, and an attractive package.

Matching Summary

Lead case management team to support HNW business across various jurisdictions and ensure compliance with company internal policies and regulatory requirements.

Skills & Requirements

Must-have

  • case management leadership
  • compliance with regulatory requirements
  • support for distribution channels
  • premium financing workflow
  • risk and sales quality awareness
  • MS Office and MIS report management

Nice-to-have

  • proactive multi-project handling
  • strong interpersonal and negotiation skills
  • presentation and training delivery
  • team development and management

Key Requirements

  • University graduate
  • At least 10 years relevant experience
  • Minimum 5 years management experience
  • Fluent in English, Chinese, and Putonghua

Work Rights

Not specified

Tailored Resume

Cover Letter