Case Manager (HNW CS)

This position is the core support of serving high net worth (HNW) clients and/or intermediary from all distribution channel and to provide one-stop service (including enquiry and processing of transactions) to HNW clients and/or intermediary through oral and written communication in the kind of service which is prompt, friendly, courteous, accurate and helpful.

• Provide one-stop service from enquiry to processing to HNW clients and/or intermediary from all distribution channels
• Guide and coach the CSE to resolve complicated cases and share experience and knowledge
• Demonstrate good service practice to CSE
• Assist in building up and refine the framework on the HNW support
• Follow up task to ensure enquiries/request are suitably processed to achieve satisfaction
• Work closely with immediate supervisor/manager and distributors to ensure service delivery
• Review and update procedure manuals according to business requirements and regulatory compliance
• Prepare regular reports for management reporting
• Support company projects/initiatives being assigned from time to time

• Minimum of 5 years of solid work experience preferably in one or more discipline in life administration on customer service, underwriting or policy administration
• With exposure to high net worth/wealth management business is an advantage
• Fluent in both oral and written English and Chinese
• Good communication and negotiation skills
• University graduate preferred
• Require to pass/already passed IIQE, obtain agent license and fulfil CPD program for providing insurance advice to customers
• Good service attitude and willing and able to work under pressure

• Provide one-stop service from enquiry to processing to HNW clients and/or intermediary from all distribution channels
• Guide and coach the CSE to resolve complicated cases and share experience and knowledge
• Demonstrate good service practice to CSE
• Assist in building up and refine the framework on the HNW support
• Follow up task to ensure enquiries/request are suitably processed to achieve satisfaction
• Work closely with immediate supervisor/manager and distributors to ensure service delivery
• Review and update procedure manuals according to business requirements and regulatory compliance
• Prepare regular reports for management reporting
• Support company projects/initiatives being assigned from time to time