Assistant Manager - High Net Worth Client Management
Salary undisclosed
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- Responsible for Case Management across various distribution channels
- Prelim Submissions: Co-ordinate prelim enquiry submission and ensure fast turnaround for requirements gathering
- Formal Submissions: Co-ordinate submission of formal applications, ensuring completeness of submission documentation & receipt of the hardcopy proposal pack
- Provide timely updates re Letter of Conditional Acceptance (LCA) and Standard Letter of Query (SLQ)
- Handle queries related to submitted preliminary and formal cases
- Provide regular & timely pending cases update to the distribution platform (BDMs and Distribution Reps)
- Any other tasks and duties assigned by the Team Lead or Head of Department
- Facilitate premium financing applications as part of case management
- Track and maintain agreed Turnaround times for all HNW submissions and financing applications
- Preparation of regular reports on financing submissions and Cash Surrender Values (CSVs) for all financing partners
- Familiarise with the underwriting process
- Support department Business Continuity Management activities and meet Compliance requirements for business continuity planning
- Coordinate and liaise with internal stakeholders on Audit/ Compliance Reporting
- Update, maintain and organize HNW Client Management Standard Operating Procedures (SOPs)
- Take accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
- Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
- Highlights any potential concerns /risks and proactively shares best risk management practices.
- At least 2-3 years of relevant working experience in the insurance sector
- Proactive and good teamwork
- Excellent interpersonal and communication skills
- Problem solving skills and business acumen
- Good interpersonal and communication skills
- Proficiency in both English and Chinese language
- High level of integrity, takes accountability of work and good attitude over teamwork.
- Takes initiative to improve current state of things and adaptable to embrace new changes.
- Responsible for Case Management across various distribution channels
- Prelim Submissions: Co-ordinate prelim enquiry submission and ensure fast turnaround for requirements gathering
- Formal Submissions: Co-ordinate submission of formal applications, ensuring completeness of submission documentation & receipt of the hardcopy proposal pack
- Provide timely updates re Letter of Conditional Acceptance (LCA) and Standard Letter of Query (SLQ)
- Handle queries related to submitted preliminary and formal cases
- Provide regular & timely pending cases update to the distribution platform (BDMs and Distribution Reps)
- Any other tasks and duties assigned by the Team Lead or Head of Department
- Facilitate premium financing applications as part of case management
- Track and maintain agreed Turnaround times for all HNW submissions and financing applications
- Preparation of regular reports on financing submissions and Cash Surrender Values (CSVs) for all financing partners
- Familiarise with the underwriting process
- Support department Business Continuity Management activities and meet Compliance requirements for business continuity planning
- Coordinate and liaise with internal stakeholders on Audit/ Compliance Reporting
- Update, maintain and organize HNW Client Management Standard Operating Procedures (SOPs)
- Take accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
- Maintain awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
- Highlights any potential concerns /risks and proactively shares best risk management practices.
- At least 2-3 years of relevant working experience in the insurance sector
- Proactive and good teamwork
- Excellent interpersonal and communication skills
- Problem solving skills and business acumen
- Good interpersonal and communication skills
- Proficiency in both English and Chinese language
- High level of integrity, takes accountability of work and good attitude over teamwork.
- Takes initiative to improve current state of things and adaptable to embrace new changes.