Description
We are seeking a High Net Worth Underwriter to support our daily operations.
Responsibilities:
- Support HNW Underwriting daily operation
- Ensure that all new applications are underwritten in a consistent and timely manner with agreed service
- Risk assessment by performing the financial and medical underwriting
- Conduct customer due diligence and ensure meeting the Company's requirements on Anti-Money Laundering (AML) risk assessment
- Handle agent enquiry to deliver and clarify the underwriting decision
- Update underwriting manuals and procedures as required
- Provide and perform quality underwriting in accordance with the underwriting manual and deliver each underwriting decision to agents in a timely manner
- Execute the underwriting workflow effectively and monitor the underwriting services to meet the committed service standard
- Handle ad-hoc assignments
Requirements:
- Degree holder and FALU or FLMI is an advantage
- 5-10 years of experience in underwriting
- HNW UW authority at USD 5M-10m above is preferred
- Strong sense of customer focus, considering impact on customers and business and responding promptly and co-operatively to internal and external customers
- Proactive working attitude, hardworking, good sense of collaboration, strong execution skills, willing to learn
- Detail-oriented with good presentation and communication skills
- Good command of both written and spoken English and Chinese
- Self-motivated, independent, able to work under pressure
Benefits:
- 5-day work
- 20-22 days annual leave
- Excellent learning and development opportunities
- Attractive package
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