# HNW Business Growth Driver

**Company**: FWD Group
**Location**: Hong Kong
**Experience**: senior
**Job type**: full-time
**Category**: Insurance
**Industry**: Insurance

**Apply**: https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---FWD-Tower/Associate-Director--HNW-Business-Support--Tied-Agency_JR-0028117?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/hnw-business-growth-driver-3d9465fd-d09/

## Description

The role is responsible for driving HNW business growth within the Tied Agency channel by leveraging deep underwriting expertise and end-to-end case management capabilities.

As the key bridge between Agency, Underwriting and Operations, you will proactively manage complex and high-value cases, expedite underwriting decisions, improve case conversion and turnaround time, and enhance adviser and customer experience throughout the new business journey.

**Responsibilities**

- Partner with Tied Agency to grow HNW business through underwriting expertise, case consultation and business support.

- Serve as the key liaison among Agency, Underwriting, New Business and Operations teams to expedite case progression and policy issuance.

- Conduct pre-underwriting assessments and provide technical guidance on underwriting requirements.

- Manage end-to-end HNW case onboarding and proactively resolve issues to improve turnaround time and case conversion.

- Support new business cases by coordinating with business partners such as banks, distributors and internal stakeholders on documentation and operational requirements.

- Handle complex and escalated cases, providing timely updates and solutions to agency leaders and financial consultants.

- Deliver underwriting and case management training to strengthen the capability of the agency force.

- Drive service excellence through effective stakeholder management and continuous workflow enhancement.

- Monitor case pipelines, maintain case records and prepare business reports to track performance and service efficiency.

- Participate in strategic initiatives, process improvement projects and ad hoc assignments to support HNW business growth.

**Requirements**

- Degree holder in Insurance, Business Administration, Finance or a related discipline.

- Minimum 10 years' experience in life insurance, preferably in Underwriting, New Business, Case Management or HNW business support.

- Solid knowledge of life insurance products, underwriting principles and operational processes.

- Strong experience in handling complex HNW cases and providing pre-underwriting consultation.

- Good understanding of Premium Financing arrangements and related operational workflows.

- Strong stakeholder management, communication and influencing skills, with the ability to work effectively across distribution and support functions.

- High level of business acumen, risk awareness, compliance consciousness, accountability and ownership.

- Fluent in spoken and written English and Chinese; professional qualifications such as FLMI, ALU, CFP or IIQE certifications are an advantage.

**Benefits**

- 5-day work

- 20-22 days annual leaves

- Excellent learning & development opportunities

- Attractive package

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## Skills

### Required
- life insurance
- underwriting
- case management
- HNW business support
- Premium Financing
- Chinese

### Nice to have
- FLMI
- ALU
- CFP
- IIQE

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Source: [Apply at fwd.wd3.myworkdayjobs.com](https://fwd.wd3.myworkdayjobs.com/en-US/FWDcareersite/job/Hong-Kong---FWD-Tower/Associate-Director--HNW-Business-Support--Tied-Agency_JR-0028117?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)