Assistant Manager for Case Oversight

2 months ago


Beijing, Beijing, China HSBC Full time

This position is pivotal in managing daily case operations to facilitate the issuance of cases and address complex situations and special requests by collaborating with Planners, Field Managers, and the Distribution management team. The aim is to ensure the quality of sales and compliance for each case.

We are looking for a seasoned professional to enhance our team.

Key Responsibilities:

·Deliver daily case management services to support frontline teams in achieving business objectives and positively influencing production metrics and KPIs (such as ANP, Product Mix, and VNB).

·Streamline case management processes efficiently and effectively.

·Possess knowledge of investment funds, including both public and private options.

·Hold a professional qualification certificate in fund management.

·Collaborate with Planners and Field Managers to facilitate and oversee the entire sales and delivery workflow for each case.

·Assist in resolving complex cases and special requests.

·Provide prompt responses to inquiries from frontline sales during the sales cycle.

·Ensure effective daily case management practices.

·Adhere to all internal compliance, risk management, and external regulatory standards.

·Attend and successfully complete all assigned training within the required timeframe, understanding the implications of non-compliance as mandated by the AML Education Lead FCC.

·Be vigilant for unusual activities in accordance with GS legal responsibilities.

·Report any unusual activities promptly.

·Support the Country or Regional FCC AML Office/AML Investigations by providing additional information as needed.

Qualifications:

·A solid background in the insurance sector is preferred, accompanied by strong business insight.

·Exceptional communication, negotiation, and problem-solving abilities.

·Strong analytical skills with the capability to independently drive projects forward.

·Fluency in Mandarin is essential, with a basic understanding of English being advantageous.

·Must demonstrate teamwork capabilities.

·Proficient in Microsoft applications.



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