• 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