HSBC Group

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Case Manager - INSURANCE - SUPPORT FUNCTION.

Principal responsibilities

• Deliver end-to-end High Net Worth (HNW) new business case management service in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time.
• Process new business applications in accurate, effective & timely manner.
• Ensure proper and complete documentation is filed in the internal record with good quality.
• Work closely with stakeholders in order to support distribution.
• Consistently and accurately provide the updated case information to all key stakeholders.
• Handle case enquires from key stakeholders in professional & timely manner.
• Handle and resolve the problem cases skillfully and independently.
• Support ad-hoc tasks, projects as assigned.     

• Bachelor's degree in business, finance, insurance, or a related field.
• Working experience in life insurance industry, preferably bancassurance with HNW Case Management &/or New Business Operation experience is desirable.
• Proven knowledge on processing HNW new business life insurance applications.
• Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
• A team player with great sense of ownership and customer concentric mindset to ensure the daily case management activities, servicing and projects are delivered in high quality with timely manner.
• Ability to work independently and meet tight deadlines without compromising quality.
• Strong communication, interpersonal, analytical and problem solving skills.
• Proficiency in both written and spoken English and Chinese.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.