HSBC Group

GCB 5

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make.

At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific Region. Our Employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as Case Manager.

Principal Responsibilities

In this role you will

• Deliver end-to-end case management service for the new applications in accordance with underwriting, compliance, regulatory and Group requirements and the agreed service lead time
• Process cases 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 channels to achieve sales targets
• Consistently and accurately provide the updated case information to all key stakeholders
• Handle case enquires from sales staff and stakeholders in professional manner
• Handle and resolve the problem cases skilfully and independently
• Support ad-hoc tasks, projects and cross channel duties as assigned by Team Leader

To be successful you will need

• University Degree
• Relevant case management and/or new business operation experience 
• Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
• Having positive and mature attitude and able to meet tight deadlines in the fast-paced and every changing environment
• Able to work independently for tasks assigned 
• Performance driven and results focused
• Fluent in both written and spoken English and Cantonese (knowing Mandarin is a plus)

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?". 

Opening up a world of opportunity

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

Issued by The Hongkong and Shanghai Banking Corporation Limited.