Description
We are seeking a High Net Worth Business Case Manager to lead a case management team supporting high net worth business across multiple jurisdictions.
The successful candidate will draft and implement case submission workflows that comply with company policies and regulatory requirements.
Key responsibilities include:
- Leading a case management team to support high net worth business
- Developing and implementing effective case submission workflows
- Collaborating with distribution channels to grow high net worth business
- Providing training to sales channels
- Reviewing and streamlining procedures to drive efficiency
- Onboarding new banks for premium financing
- Maintaining accurate records and generating status reports
- Managing and developing team members
Requirements:
- University graduate with at least 10 years of relevant experience, including 5 years of management experience
- Proficiency in English, Chinese, and Putonghua
- Strong knowledge of life insurance products, premium financing, and business insurance
- Excellent interpersonal, presentation, negotiation, and problem-solving skills
- Proficient in MS Office and MIS reporting
- High level of risk, sales quality, and compliance awareness
We offer a competitive package, including a 5-day workweek, 20-22 days of annual leave, and excellent learning and development opportunities.
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