Assistant Case Manager

Role

Assistant Case Manager (GCB 6)

Responsibilities

• 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 accurately, effectively and in a timely manner.
• Ensure proper and complete documentation is filed in the internal records with quality.
• Work closely with stakeholders to support business channels in achieving 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 for the business channel/partner.
• Proactively support ad-hoc and additional tasks as assigned by Team Leader/Senior Manager.

Qualifications

• University degree holder; Higher Diploma with relevant experience will be considered.
• Relevant experience in the life insurance industry, preferably bancassurance with HNW case management and/or new business operations experience.
• LOMA qualifications or progress towards LOMA courses is a plus.
• Strong sense of teamwork, ownership and a servicing mindset to deliver efficient case management 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

About HSBC

HSBC is committed to building a culture where all employees are valued, respected and have their opinions count. We provide 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, available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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