Life Insurance Case Manager/AVP, Global Private Bank Life Insurance Case Management for HNW clients Our Client Representing one of the most respectable & sustainable European Private Banks in search of an In-house Life Insurance Case Management and Client Service Manager. Job Duties Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets Serve as the bridge between insurance companies, private bankers, and Clients Support Bankers/Clients with medical booking and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements Facilitate timely preparation of clients’ presentation materials, prepare pipeline reports, and tackle any related issues Requirements Degree holder with at least 4 years of relevant life insurance case management/client service experience acquired from International insurance brokers Familiar with life insurance products & underwriting process Fluently written and spoken English and Mandarin Proven organization skills with strong attention to detail Excellent interpersonal and communication skills Sales assistant, operations & regulatory support experience Additional Responsibilities Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong Markets Working closely with external counterparties in account opening, pricing quotation, bank, and fund operations Resolving daily inquiries from affluent professional investors Participating in ad hoc regional and local projects KYC, Name Screening & Account Documentation Conduct basic due diligence checking under respective AML requirements Oversight of KYC and Client On-Boarding functions Report to the Regional Head of KYCAssume team lead functions to oversee KYC and client onboarding for low to high risk cases Accountable for CDD Review to ensure fulfillment of regulatory and corporate governance Assume the primary contact point to support front office in resolving clients’ documentation, instruction, payment, and operational issues with back office; L&C departments Serve as the key gatekeeper to review/verify the clients’ banking transaction/related documents Assist ad hoc projects and administration work among the team
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