Hong Kong Job Openings

FWD Insurance
Director, HNW Business Support
FULL TIME
December 3, 2024
- Lead case management team to support HNW business across various jurisdictions. Draft and implement the best case submission workflow to comply with company internal polices and respective regulatory requirements.
- 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, lead case management team to provide support to distribution channels, both internal and external stakeholders
- Drive discussions with relevant parties (internal & external) to ensure problems are solved
- Conduct training to sales channels (including Tied Agency, Bank/Brokers fellows)
- Review and streamline procedure regularly to drive efficiency, monitor daily operations to comply with company internal guidelines and regulatory requirements
- Onboard new banks for premium financing, review workflow, assignment documents and obtain clearance from internal stakeholders
- Maintain good records, generate status reports for management as needed
- Manage and develop team members to carry out effective support to the sales teams
- University graduate with at least 10 years relevant experience including at least 5 years of management experience
- Good command of written and spoken English, Chinese, and Putonghua
- Proactive, able to handle various projects 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 risk, sales quality and compliance awareness
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