Assistant Manager/ Manager, Case Management, High Net Worth Operations

Manulife Financial Corporation

Hybrid
5 years life insurance experience
Hnw segment expertise
Trust and premium financing knowledge
The Assistant Manager/Manager position at Manulife Financial Corporation focuses on delivering exceptional service to high-net-worth (HNW) clients through effective case management. The role requires a candidate with extensive experience in life insurance, particularly in handling HNW segments, and emphasizes strong communication and organizational skills

Job Summary

  • The role serves as the primary point of contact for business partners and distribution channels to ensure high-quality service delivery for HNW clients.
  • Candidates must possess a minimum of 5 years of experience in life insurance with specific expertise in the HNW segment, trust structures, and premium financing.
  • The company offers a flexible environment focused on well-being, inclusion, and career growth within a global team.

Matching Summary

Match Score: 85

The Assistant Manager/Manager position at Manulife Financial Corporation focuses on delivering exceptional service to high-net-worth (HNW) clients through effective case management. The role requires a candidate with extensive experience in life insurance, particularly in handling HNW segments, and emphasizes strong communication and organizational skills.

Skills & Requirements

Must-have

  • 5 years life insurance experience
  • HNW segment expertise
  • Trust and premium financing knowledge
  • English and Chinese language proficiency
  • End-to-end case management skills

Nice-to-have

  • Strong communication and presentation skills
  • Process improvement initiative participation
  • Client-first mindset
  • Training and briefing capabilities
  • High attention to detail

Key Requirements

  • University graduate degree
  • Minimum 5 years experience in life insurance
  • Proficiency in spoken and written English and Chinese
  • Experience with trust/PIC related business
  • Good PC skills including MS Word, Excel, PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter