High Net Worth Case Manager

A renowned financial institution is looking for case manager to support their expanding business in Hong Kong region.

Job Responsibilities:

• Provide all administrative support to Sales Consultants
• Assist Sales Consultants on all Case Management matters, from quotation stage to inception of policy and post inception thereafter
• Liaise with bankers, trustees, insurance companies and clients to ensure a smooth Case Management process
• Assist with arrangement of all medical exams
• Ensure information and application documentation are complete accurate and in order
• Maintain good record keeping of each application
• Update progress on pending case report
• Provide accurate and timely reports to Bank Partners & Managment

Job Requirements

• Degree holder, preferably with professional insurance qualifications
• Min. 3 years of relevant work experience, with brokerage in life insurance
• Proficient in MS Office
• Strong organizational and communication skills with fluency in Cantonese, English and Mandarin
• Team player and strong interpersonal skills