HNW Case Manager at Selby Jennings

職位描述：

最新職位資訊來自 Selby Jennings 職位為 HNW Case Manager. If the HNW Case Manager 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 Selby Jennings 職位為 HNW Case Manager 的職業機會適合您的專業資格。

An insurance broker focused on HNW and private clients is looking for a Case Manager to join their 香港 team. In this role, you will work closely with advisers and insurers to deliver end‑to‑end case execution and exceptional client service in a fast‑paced private client environment.

Responsibilities & Tasks

• Support Relationship Managers and Advisers in delivering customised insurance‑based solutions to HNW clients
• Provide end‑to‑end case management support, ensuring smooth execution of insurance applications
• Liaise closely with insurance carriers, underwriters, medical providers, and international business partners
• Prepare policy illustrations, product comparisons, and supporting materials for client presentations
• Coordinate medical examinations and ensure timely fulfillment of underwriting and documentation requirements
• Track case progress closely, proactively managing timelines and resolving bottlenecks
• Provide post‑placement and after‑sales policy servicing support, including endorsements and policy changes
• Maintain accurate records and ensure compliance with 香港 AML/KYC and internal procedures
• Participate in ongoing process improvements, ad‑hoc assignments, and internal projects as required

Requirements

• Bachelor's degree holder, preferably in Business, Finance, Insurance, or related disciplines
• Minimum 5+ years of relevant experience in insurance case management, client servicing, sales operations or administration within an insurance 公司名稱, brokerage, or wealth advisory platform
• Exposure to HNW / UHNW clients and high‑value insurance cases strongly preferred
• Client‑centric with excellent written and verbal communication skills in English; Chinese (Cantonese and/or Mandarin) is an advantage

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工作資料：

• 公司名稱: Selby Jennings
• 職位: HNW Case Manager
• 工作地點: 香港
• 國家: HK

如何提交申請：

在閱讀並了解職位資料中說明的入職標準及最低資格要求後， HNW Case Manager at the office 香港 以上，請立即準備好求職信、履歷表（CV）、畢業證書副本及其他證明文件。請透過下方的「下一頁」連結提交申請。

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