Associate Director/ Director, HNW New Business Support (Case Management)

• Lead case management team to support HNW business across various jurisdictions.  Draft and implement the best case submission workflow to comply with company internal polices and respective regulatory requirements.

• Support distribution channels to grow High Net Worth business for the company, including but not limited to Brokerage, Tied Agency and Bancassurance. 

• Be the subject matter expert, lead case management team to provide support to distribution channels, both internal and external stakeholders

• Drive discussions with relevant parties (internal & external) to ensure problems are solved

• Conduct training to sales channels (including Tied Agency, Bank/Brokers fellows)

• Review and streamline procedure regularly to drive efficiency, monitor daily operations to comply with company internal guidelines and regulatory requirements

• Onboard new banks for premium financing, review workflow, assignment documents and obtain clearance from internal stakeholders

• Maintain good records, generate status reports for management as needed

• Manage and develop team members to carry out effective support to the sales teams

The Person

• University graduate with at least 10 years relevant experience including at least 5 years of management experience

• Good command of written and spoken English, Chinese, and Putonghua

• Proactive, able to handle various projects simultaneously

• Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure

• Very strong in interpersonal, presentation, negotiation & problem solving skills

• Strong in PC skills in using MS Office, managing MIS report

• High level of risk, sales quality and compliance awareness

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, sex, disability or family status in employment process.