Assistant Manager, High Net Worth Operations
Assistant Manager, High Net Worth Operations
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
Responsibilities
Provide routine case management for New Business and Policy Servicing request and to obtain sufficient information and documentation from clients for review cases and Underwriting requirements
Ensure effective process efficiency policy insurance & renewal client relations and claims administration of cases and undertake other duties as may be required
Reviewing all applications involving a wide variety of insurance needs and unique personal circumstances of the client to ensure that clear and necessary information is provided
Handle premium financing and policy assignment requests for policy pledging by ensuring all requirements including the affordability test and financial evidence requirements satisfactory
Maintain high quality service standard expected of Sun Life brand in order to foster long lasting client relationships
Contribute to the continuous process improvement through process streamlining and automation formulate work procedures and processes to ensure the efficient and effective operations control of the function
Support line manager on regular QA checking in new business and policy servicing requests (i.e. documentation for submission and approvals including data record retention on Ingenium / SIS)
Ensure all processes are fully compliant with guidelines and other operational standards and procedures as well as relevant regulations and laws
Provide strong client relationships and well bridge with sales through proactive support to product and proposition development strengthen HNW Operations and expand business in Whole of Life Universal Life PPLI and VUL to complement UL sales and case management
Prepared regular management reports for overall operational management monitoring as well as identify areas where require enhancement
Support and facilitate internal & external audits as may require and provide follow up (if any findings) until audit is satisfactory closed
Being a Subject Matter Expert (SME) to support HNW related projects and look for continuous process improvement in the process to meet regulatory requirement change for customer services excellence
Qualifications
University (BA) or (BS) with minimum 2 years solid insurance operation experience (HNW Case Management experience will be an advantage)
Professional qualification in life insurance i.e. FLMI or HKFI qualification will be an advantage
Preferred skills
Experienced in HNW Operations and Case Management with knowledge in Universal Life Whole of Life insurance
HNW Underwriting knowledge will be an advantage
Excellent communication skills
Problem solving ability is key across Operations Investment Product Policies and finding Wealth Structuring solution for clients
Understanding AML KYC CDD Sanctions and all Risk activities is paramount and be able to make the right balance can facilitate the business without compromise the risks to protect the company interest at all time
We offer 5-day work attractive salary MPF group life and group medical insurance; and excellent career development opportunities to the right candidate.
We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category:
Customer Service / OperationsPosting End Date:
29/09/2025Required Experience:
Manager
Employment Type
Full-Time
