Manager / Assistant Manager, HNW Case Management
FWD Life Insurance Corporation
Hong Kong

The Job

Support distribution channels to grow High Net Worth business for the company, including but not limited to Brokerage, Tied Agency and Bancassurance Be the subject matter expert, provide support to distribution channels, both internal and external stakeholders Ensure a smooth process from pre-assessment to policy issuance Discuss & negotiate with relevant parties (internal & external) to ensure problems are solved Maintain good records, generate status reports for management / team heads as needed Streamline internal workflow with departments regarding premium financing matters & obtain gatekeepers clearance Possess high sense of responsibility and job ownership Support and back up respective channels as assigned by team head Support tasks / initiatives assigned by the team heads of HNW Business & HNW Case Management from time to time The Person University graduate with at least 5 years relevant experience in operations of insurance industry Passed IIQE Paper 1, 3, 5 and a holder of FLMI or CFP is preferable.

Strong command of written and spoken English, Chinese, and Putonghua Proactive, able to handle various tasks simultaneously Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure Very strong in interpersonal, presentation, negotiation & problem solving skills Strong in PC skills in using MS Office, managing MIS report High level of business sense, risk, sales quality and compliance awareness Open-minded on managing multi-channels


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