Case Management Assistant

1 month ago


Beijing, Beijing, China HSBC Full time

This role is responsible for daily case handling to facilitate case issuance and resolve complex cases by collaborating with Planners, Field Managers, and Distribution management team, ensuring sales quality and compliance.

Key Responsibilities:

Provide daily case handling services to support frontline teams in achieving business goals and creating a positive impact on business production.

Smooth case management in a cost-effective and timely manner.

Possess knowledge of funds, including public and private funds.

Hold a fund professional qualification certificate.

Work with Planners and Field Managers to facilitate and control the sales and delivery process for each case.

Resolve complex cases and special requests.

Provide timely responses to queries raised by frontline sales during the sales process.

Ensure effective daily case handling.

Fulfill all internal compliance, risk, and external regulatory requirements.

Attend and successfully complete assigned training in the mandated timeframe and understand the consequences of failing to attend or complete the training.

Understand legal responsibility to be vigilant for unusual activity.

Report unusual activities.

Support Country or Regional FCC AML Office/AML Investigations by providing additional information when required.

Requirements:

Good exposure in the insurance industry with strong business acumen.

Excellent communication, negotiation, and problem-solving skills.

Excellent analytical and problem-solving skills, with the ability to proactively drive projects independently.

Fluency in Mandarin is mandatory, and basic English ability is desirable.

Must be a team player.

Strong Microsoft application knowledge.


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