Assistant Manager/ Manager, HNW New Business Support (Case Management)

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/.

The Job

• Support distribution channels to grow High Net Worth and Ultra High Net Worth business for the company, including but not limited to Brokerage and Bancassurance.
• Assist the team lead in managing the sub-team of case managers to deliver HNW business case management services to respective business channels.
• Be the subject matter expert and provide support to distribution channels, both internal and external stakeholders.
• Ensure a smooth process for all new business, policy servicing submission, and assignment documentation.
• Streamline internal workflow with departments regarding new business, policy servicing, premium, and policy financing matters, and obtain gatekeepers' clearance.
• Discuss and negotiate with relevant parties (internal and external) to ensure problems are solved.
• Maintain good records and generate status reports for management/team heads as needed.
• Support and back up respective channels (including but not limited to brokers) as assigned by the team head.
• Develop tasks/initiatives assigned by the team heads from time to time.

The Person

• Degree holder in business or another related discipline.
• Possess at least 5 years of relevant experience in life insurance functions (with HNW experience highly recommended).
• High level of business sense, risk, sales quality, and compliance awareness.
• Open-minded on managing multi-channels.
• Possess a high sense of responsibility and job ownership.
• Strong knowledge of life insurance products and operational flows.
• Strong interpersonal skills, problem-solving skills, and team leadership/player abilities.
• Fluent in both written and spoken English and Chinese.

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.