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Vice President, High-net-worth (HNW) Operations - HSBC Life

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  • Posted 10 hours ago
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Job Description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

We are currently seeking a high calibre professional to join our team as a Vice President, High-net-worth (HNW) Operations.

In this role you will:

  • Manage and coordinate HNW insurance applications, ensuring timely follow up and resolution
  • Respond to shared mailboxes and handle queries from internal and external stakeholders
  • Manage trust related requests, including assignments and premium financing
  • Liaise with distributors to coordinate medical, financial and compliance requirements
  • Ensure all required documentation and due diligence checks are completed prior to issuance
  • Collaborate with Legal, Actuarial and Compliance teams for investigations and follow up
  • Communicate terms of acceptance, including offer letters. Retrieve APS reports including actively follow up with hospitals and private clinics.
  • Manage FATCA and CRS validation, ensuring proper documentation and audit trail

To be successful you will need:

  • University Degree or equivalent professional insurance qualification preferred
  • Proven experience in Case Management preferably within HNW environment
  • Strong ability to work collaboratively in a team oriented environment
  • Excellent communication and stakeholder management skills
  • Strong analytical , organizational and problem solving abilities
  • Detail oriented, resilient and able to manage multiple priorities effectively

Opening up a world of opportunity
http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

https://www.youtube.com/embed/NIa2CodFG6Esi=sFOWeYmq5fs3vE5i

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About Company

Job ID: 143382675