Case Management Assistant Manager, Life Insurance

1 month ago


Hangzhou, Zhejiang, China HSBC Full time

HSBC is on the lookout for a skilled professional to enhance our team.

In this position, your responsibilities will include:

· Delivering daily case management services to empower the frontline in achieving business objectives and positively influencing production metrics and KPIs (such as ANP, Product Mix, and VNB)

· Ensuring efficient case management in a cost-effective and timely manner

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

· Holding a professional qualification certificate in fund management.

· Collaborating with Planners and Field Managers to facilitate and oversee the complete sales and delivery process for each case.

· Assisting in the resolution of complex cases and special requests.

· Providing prompt responses to inquiries raised by frontline sales during the sales process.

· Guaranteeing effective daily case management.

· Meeting all internal compliance, risk, and external regulatory standards.

· Committing to attending and successfully completing assigned training within the required timeframe and understanding the implications of failing to do so as mandated by the AML Education Lead FCC;

· Recognizing the legal obligation to be vigilant for unusual activities in accordance with GS

· Reporting any unusual activities

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

To excel in this role, candidates should meet the following criteria:

lStrong familiarity with the insurance sector is preferred, accompanied by robust business insight.

lExceptional communication, negotiation, and problem-solving abilities.

lOutstanding analytical skills and the capability to independently drive projects proactively.

lFluency in Mandarin is essential, while basic proficiency in English is advantageous.

lAbility to work effectively as part of a team.

lProficient knowledge of Microsoft applications.



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