Manager/ Assistant Manager, HNW Business Support

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/.

Overview
Leads the operational support team, delivering operational excellence and ensuring seamless delivery of services to HNW clients with complex insurance structures. Oversees policy servicing request and enquiries, process optimization, and cross-functional coordination.

The Job

• Oversee end-to-end processing of HNW policies serving request, including complex legal structures (companies, trusts, partnerships).
• Lead and manage bank & product onboarding and premium financing workflow set up.
• Manage and resolve policy-related requests and enquiries from business partners, , including tracking, follow-up, and closing pending cases.
• Coordinate internal and external flash report communications and updates, ensuring timely and accurate distribution.
• Oversee the maintenance and periodic update of distribution guides and manuals.
• Maintain accurate records and ensure adherence to regulatory requirements and internal guidelines.
• Drive process enhancement initiatives and cross-department collaboration.

The Person

• Bachelor's degree or above in Finance, Business, Law, or related discipline.
• 5+ years' experience in private banking, insurance operations, client documentation, or compliance within a HNW environment.
• Solid understanding of trust and corporate structures, beneficial ownership concepts, and KYC/AML best practices.
• Strong leadership, coordination, and communication skills.
• Proficiency in MS Office; fluency in English, proficiency in Cantonese/Mandarin is an advantage.

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.