# HNW Underwriting Case Management, Senior Principal

**Company**: AIA
**Location**: Hong Kong, HK
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Insurance
**Wikidata**: https://www.wikidata.org/wiki/Q30255387

**Apply**: https://aia.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong-HK-AIA-Hong-Kong--Macau/HNW-Underwriting-Case-Management--Senior-Principal_JR-68269-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b287c4e8-07c

## Description

We are seeking a Senior Principal for HNW Underwriting Case Management to lead and shape end-to-end case management operations supporting HNW/UHNW life insurance business.

The successful candidate will drive operational excellence, strategic process improvements, and cross-functional collaboration to ensure all cases are submitted complete, processed efficiently, and serviced to a high standard.

**Responsibilities:**

- Strategic leadership and governance:

- Own the strategic design and continual enhancement of the case management operating model for HNW/UHNW business.

- Develop and enforce high standards for operational controls, documentation, compliance, and risk management.

- Define and monitor service standards for each stage of the case lifecycle.

- Lead governance forums related to case handling, service quality, and process risk.

- Proactively identify market, regulatory, and technological trends impacting case management.

- Operational excellence and end-to-end case workflow leadership:

- Handle HNW/UHNW new business and in-force cases.

- Ensure all required documentation is captured, validated, and stored accordingly.

- Implement and monitor KPIs for end-to-end case workflow.

- Analyse process performance and pain points using metrics.

- Champion implementation of automation, digital tools, and straight-through processing strategies.

- Collaboration and stakeholder management:

- Collaborate with key parties to ensure processes align with risk appetite, product rules, and regulatory requirements.

- Serve as a senior liaison for interactions between Case Management, HNW/UHNW underwriting, technology partners, distribution, brokers, private banks, and external vendors.

- Effectively communicate operational priorities and developments to internal leadership and key external partners.

**Requirements:**

- University degree in business, finance, operations management, or related discipline.

- Professional insurance/operations qualifications (e.g., LOMA, PMP, Lean Six Sigma) preferred.

- 10+ years of experience in life insurance operations and private bank, new business, or case management roles, with 3+ years at a senior or associate director level preferably supporting HNW business lines.

- Solid HNW product knowledge and underwriting, AML, KYC, Sanctions, and all risk activities.

- Deep knowledge of life insurance new business processes, underwriting intake, documentation standards, and relevant regulatory frameworks.

- Agile mindset and strong strategic thinking with a proven ability to lead change, implement technology solutions, and foster operational excellence.

- Excellent stakeholder management, negotiation, and communication skills at senior management/executive level.

- High integrity and ethical standards with a focus on compliance and risk awareness.

- Good command of written and spoken English and Chinese, proficiency in Mandarin will be an advantage.

**Benefits:**

- Opportunity to work with a leading multinational insurance company

- Collaborative and dynamic work environment

- Professional development and growth opportunities

## Skills

### Required
- life insurance operations
- case management
- strategic leadership
- operational excellence
- compliance
- risk management
- stakeholder management
- communication
- strategic thinking
- technology implementation
- automation
- digital tools

### Nice to have
- LOMA
- PMP
- Lean Six Sigma
- Mandarin language proficiency

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Source: [Apply at aia.wd3.myworkdayjobs.com](https://aia.wd3.myworkdayjobs.com/en-US/External/job/Hong-Kong-HK-AIA-Hong-Kong--Macau/HNW-Underwriting-Case-Management--Senior-Principal_JR-68269-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)