Assistant Manager/ Manager, Hnw New Business Support (case Management)

FWD Life Insurance Group

Hong Kong, , Hong Kong
High net worth business case management
Life insurance product knowledge
Multi-channel distribution support
FWD Group aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience across Asia

Job Summary

  • FWD Group aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience across Asia.
  • The role involves supporting distribution channels to grow High Net Worth and Ultra High Net Worth business and managing a sub-team of case managers.
  • The company offers 5-day work weeks, 20-22 days annual leave, excellent learning and development opportunities, and an attractive package.

Matching Summary

FWD Group aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience across Asia.

Skills & Requirements

Must-have

  • High Net Worth business case management
  • Life insurance product knowledge
  • Multi-channel distribution support
  • Policy servicing and documentation
  • Stakeholder negotiation and problem solving

Nice-to-have

  • Strong interpersonal and leadership skills
  • Open-mindedness on managing multi-channels
  • Fluent in English and Chinese

Key Requirements

  • Degree in business or related discipline
  • At least 5 years relevant life insurance experience
  • Experience with High Net Worth clients recommended
  • Fluent in written and spoken English and Chinese

Work Rights

Not specified

Tailored Resume

Cover Letter