Assistant Case Manager

GCB 6

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 service in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time

Process cases in accurate, effective & 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 the updated case information to all key stakeholders

Handle case enquires from sales staff/brokers and stakeholders in professional manner

Carry out the administrative work and prepare new business-related reports to 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 &/or New Business Operation 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

Have 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

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.