HNW Case Manager

What You'll Do:

• Support the sales team in achieving business objectives through active execution
• Liaise with insurers to submit and manage policy applications
• Maintain accurate documentation and records throughout the application process
• Develop strong working knowledge of insurance products, services, and bank credit procedures
• Manage end-to-end administrative tasks including coordinating medical examinations, preparing insurance forms and policy packages, and processing client reimbursements
• Handle enquiries from both internal stakeholders and external clients professionally
• Commit to ongoing professional development through internal and external training programmes
• Contribute to the continuous improvement of internal processes

What You'll Bring

• Bachelor's degree or equivalent, with 3–4 years of relevant experience in banking or insurance
• Proficiency in Microsoft Office
• A results-driven mindset with a strong focus on performance
• Strong interpersonal skills, with the ability to communicate and negotiate effectively in a team environment
• Excellent written and spoken English; proficiency in Mandarin or Cantonese is an advantage