Assistant Manager, High Net Worth Operations

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:

Key Responsibilities

• Provide case management support for New Business and Policy Servicing requests including collecting required information and documentation from clients/brokers and coordinating underwriting requirements.

• Ensure efficient and effective case processing across policy issuance/renewal client servicing and claims-related administration and undertake other duties as required.

• Review servicing requests and applications with diverse insurance needs and client circumstances ensuring clear complete and necessary information is provided.

• Handle premium financing and policy assignment requests (e.g. pledging) ensuring all requirements are met including affordability assessments and financial evidence requirements.

• Work closely with Legal and Compliance on assignee bank onboarding; review and support timely approval of assignment templates.

• Maintain service standards aligned with the Sun Life brand to foster long-term client and intermediary relationships.

• Contribute to continuous improvement through process streamlining and automation; help document procedures to support efficient and effective operational control.

• Support the line manager with quality checks on New Business and Policy Servicing submissions including documentation completeness approvals and data/record retention in administration systems (e.g. Neutrinos/Ingenium/SIS).

• Ensure all processes comply with internal guidelines operational standards/procedures and applicable regulations and laws.

• Build strong relationships with clients and sales stakeholders; provide proactive support to product/proposition initiatives and help expand HNW operations coverage across Whole Life Universal Life PPLI and VUL.

• Prepare regular management reports to monitor operational performance and identify enhancement opportunities.

• Support and facilitate internal and external audits as required; coordinate follow-up on findings until closure.

• Act as a Subject Matter Expert for HNW-related projects; identify opportunities to enhance processes in response to regulatory change and service excellence goals.

Skills and Experience

• Experience in HNW operations and case management with product knowledge in Universal Life and Whole Life insurance.

• HNW underwriting knowledge is an advantage.

• Strong communication and stakeholder management skills.

• Strong problem-solving skills across Operations and Policy Administration including identifying suitable wealth structuring solutions for clients.

• Good understanding of AML KYC CDD sanctions screening and operational risk controls; able to balance business facilitation with risk management to protect company interests.

Qualifications

• Bachelors degree with at least 2 years of solid insurance operations experience (HNW case management experience is an advantage).

• Professional qualification in life insurance (e.g. FLMI or HKFI) is an advantage.

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:

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