Attractive salary; mpf included; group life + medi...
Hnw operations case management experience
Universal life and whole life product knowledge
Aml kyc cdd compliance understanding
This role provides case management support for New Business and Policy Servicing requests while ensuring efficient processing across policy issuance and claims administration
Job Summary
This role provides case management support for New Business and Policy Servicing requests while ensuring efficient processing across policy issuance and claims administration.
Candidates will work closely with Legal and Compliance to handle premium financing, policy assignments, and bank onboarding requirements for high net worth clients.
The position offers excellent career development opportunities alongside a competitive salary, MPF, group life, and medical insurance benefits.
Matching Summary
This role provides case management support for New Business and Policy Servicing requests while ensuring efficient processing across policy issuance and claims administration.
Salary
Attractive salary; MPF included; Group life and medical insurance provided
Skills & Requirements
Must-have
HNW operations case management experience
Universal Life and Whole Life product knowledge
AML KYC CDD compliance understanding
Premium financing and policy assignment handling
Neutrinos Ingenium SIS system proficiency
Nice-to-have
HNW underwriting knowledge advantage
FLMI or HKFI professional qualification
Process streamlining and automation skills
Strong stakeholder relationship building
Subject Matter Expertise in regulatory changes
Key Requirements
Bachelor's degree required
At least 2 years of solid insurance operations experience
HNW case management experience preferred
Professional qualification in life insurance (e.g., FLMI) is an advantage