Senior Manager, HNW Operations
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Job Location:
Monthly Salary:
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
The High Net Worth Senior Manager plays a pivotal role in delivering a seamless high-touch experience to HNW clients. Acting as a single point of contact this generalist manages new business case handling policy servicing and trust-related inquiries. The role requires strong coordination attention to detail and a client-first mindset to support complex and high-value cases.
Position Responsibilities
Serve as the primary contact for distribution channels fostering strong relationship and ensuring consistent high quality service delivery.
Act as the single point of contact for new business case handling policy servicing and trust-related matters.
Coordinate with business partners internal operations HNW underwriters and L&C team to manage the end-to-end new business processfrom application submission to policy issuance.
Collaborate with Manage & Review team to handle inforce case change requests with accuracy and efficiency.
Ensure completeness and accuracy of client submissions by collecting all required information and documentation.
Act as the primary liaison for trust-related matters including preliminary case review trust structure evaluation and trust documentation handling
Support onboarding of trustees and review of trust structures in collaboration with internal stakeholders ensuring compliance and proper documentation
Collaborate with cross-functional teams to deliver integrated solutions tailored to HNW client needs.
Identify and drive process improvements that align with our strategic priorities enhancing operational effectiveness and delivering exceptional client experiences
Required Qualifications:
University graduate plus minimum 7 years of experience in life insurance preferably in HNW segment
Experience in handling premium financing trust/ PIC related business and good understanding of HNW business model
High proficiency in reading and writing English
Good communication and presentation skill
Customer-orientated service
Strong sense of ownership and attention to details
Good command of spoken and written English and Chinese
Good PC skills including MS Word Excel and Power Point
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Working Arrangement
Required Experience:
Senior Manager
Key Skills
- Employee Evaluation
- Continuous Improvement
- FDA Regulations
- Management Experience
- Process Improvement
- Profit & Loss
- Operations Management
- Project Management
- Strategic Planning
- Leadership Experience
- P&L Management
- Supervising Experience
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
