HNW Case Management Associate at HSBC

職位	HNW Case Management Associate
刊登日期	27 May 2026
已過期	26 Jun 2026
公司名稱	HSBC
地點	香港 \| HK
僱傭形式	Full Time

職位描述：

最新職位資訊來自 HSBC 職位為 HNW Case Management Associate. If the HNW Case Management Associate 職位空缺在香港符合您的資格，請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。

請注意，求職申請並非總是容易的，申請人必須符合公司設定的特定要求。我們希望以下在 HSBC 職位為 HNW Case Management Associate 的職業機會適合您的專業資格。

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

In this role you will

Provide support on 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 cases in accurate, effective & timely manner
Ensure proper and complete documentation is filed in the internal record with good quality
Work closely with stakeholders to support the business channels to achieve the sales targets
Consistently and accurately provide the updated case information to all key stakeholders
Handle case enquires from sales staff/brokers and stakeholders in professional manner
Carry out the administrative work and prepare new business-related reports to business channel/partner
Proactively support ad-hoc/additional tasks and duties as assigned by Team Leader/Senior Manager

To be successful you will need

University degree holder; Higher Diploma holder with relevant working experience will also be considered
Relevant working experience in life insurance industry, preferably bancassurance with HNW Case Management &/or New Business Operation experience
Possessing LOMA qualifications or in progress of taking any LOMA courses would be a plus
Great sense of teamwork, ownership and servicing mindset to deliver efficient and effective case management service processes
Have ability to work independently and meet tight deadlines without compromising quality
Proficiency in both written and spoken English and Chinese

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