HNW Underwriting Case Management, Senior Principal

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