Executive, Hnw Concierge Case Management

Manulife/John Hancock

Hybrid
End-to-end case management experience
Pre-sale and post-sale transaction handling
Strong communication skills required
The incumbent will oversee end-to-end service aspects throughout the case lifecycle for both pre-sale and post-sale transactions

Job Summary

  • The incumbent will oversee end-to-end service aspects throughout the case lifecycle for both pre-sale and post-sale transactions.
  • Responsibilities include liaising with Financial Representatives, Underwriting, Legal, and Compliance teams to gather documents and provide status updates.
  • The company offers a flexible environment where well-being and inclusion are prioritized alongside opportunities for career growth.

Matching Summary

The incumbent will oversee end-to-end service aspects throughout the case lifecycle for both pre-sale and post-sale transactions.

Skills & Requirements

Must-have

  • End-to-end case management experience
  • Pre-sale and post-sale transaction handling
  • Strong communication skills required
  • Document screening and filing proficiency
  • AML verification and due diligence knowledge

Nice-to-have

  • Front-facing client experience preferred
  • Understanding of financial services sales
  • Process improvement initiative mindset
  • Training internal stakeholders capability

Key Requirements

  • Minimum 5 years working experience
  • Approximately 3 years in insurance industry
  • Diploma or Degree from recognized institution

Work Rights

Not specified

Tailored Resume

Cover Letter