Assistant Case Manager

GCB 6 – Assistant Case Manager

We are currently seeking a high calibre professional to join our team as an Assistant Case Manager.

In this role you will

• Provide support on end-to-end High Net Worth (HNW) new business case management in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time
• Process cases in an accurate, effective and timely manner
• Ensure proper and complete documentation is filed in the internal record with good quality
• Work closely with stakeholders to support the business channels to achieve the sales targets
• Consistently and accurately provide updated case information to all key stakeholders
• Handle case inquiries from sales staff/brokers and stakeholders in a professional manner
• Carry out administrative work and prepare new business-related reports to the business channel/partner
• Proactively support ad-hoc/additional tasks and duties as assigned by Team Leader/Senior Manager

 

To be successful you will need

• University degree holder; Higher Diploma holder with relevant working experience will also be considered
• Relevant working experience in life insurance industry, preferably bancassurance with HNW Case Management and/or New Business Operations experience
• Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
• Great sense of teamwork, ownership and servicing mindset to deliver efficient and effective case management service processes
• Ability to work independently and meet tight deadlines without compromising quality
• Proficiency in both written and spoken English and Chinese

 

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.

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