Assistant/HNW Case Manager (Life insurance, brokerage)
Lloyd Karson International Limited
Quarry Bay, Hong Kong
Permanent
Full-time
12 days ago
Our client is a Global Life Insurer who is looking to recruit an experienced HNW Case Management Manager.About the roleThe High-Net-Worth (HNW) Case Manager is tasked with delivering personalized, comprehensive, and high-touch service to my client’s HNW brokers. This position serves as a key point of contact, coordinating a variety of financial, lifestyle, and administrative services to address their clients’ complex requirements.The HNW Case Manager should possess a thorough understanding of wealth management, financial products, and demonstrate strong relationship-building skills to ensure broker and client satisfaction, fostering long-term loyalty.Job ResponsibilitiesAct as the primary point of contact between the company and HNW brokers. Foster and sustain enduring relationships rooted in trust, mutual understanding, and tailored service.Maintain proactive communication with HNW brokers regularly to gain insight into their changing needs, financial objectives, and lifestyle preferences. Keep them informed with updates on market developments and product options.Address HNW brokers' inquiries, requests, and concerns promptly and efficiently. Ensure all issues are resolved satisfactorily and escalate complex matters when necessary to ensure timely resolution.What we’re seeking:Bachelor’s degree in Finance, Business Administration, or a related field; IIQE, ANZIIF will be a nig plusAt least 6 years of experience in client relationship management, ideally within the insurance sectorsProven experience collaborating with HNW brokers, clients, and wealth advisorsIn-depth knowledge of wealth management and financial productsExcellent communication, interpersonal, and relationship-building abilitiesHighly responsive with the capacity to handle multiple tasks and work effectively under pressureStrong problem-solving skills coupled with a proactive approach to client serviceAbility to collaborate seamlessly with various internal and external stakeholdersFluent in Mandarin, Good in English and CantoneseAll applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.