ASSISTANT MANAGER OF CASE MANAGEMENT, HSBC Life Insurance
8 months ago
We are currently seeking an experienced professional to join our team.
In this role, you will:
· Provide daily case handling service to support frontline to achieve the business goals and create positive impact to business production and achieve the KPIs (ie ANP, Product Mix and VNB)
· Smooth the case management in a cost effective and timely manner
· Knowledge of fund, including public fund and private fund.
· Have the fund professional qualification certificate.
· Work with Planners and Field Managers to help facilitate and control the whole sales and delivery process for each case.
· Help resolve difficult cases and special requests.
· Provide timely response to queries raised by frontline sales during the sales process.
· Ensure effective daily case handling.
· Fulfill all internal compliance/ risk and external regulatory requirements.
· Responsible for attending and successfully completing assigned training in the mandated timeframe and understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC;
· Understand legal responsibility to be vigilant for unusual activity according to GS
· Report unusual activities
· Support Country or Regional FCC AML Office/AML Investigations by providing additional information when required
To be successful in the role, you should meet the following requirements:
lGood exposure in the insurance industry is preferred with strong business acumen
lExcellent communication, negotiation and problem solving skills
lExcellent analytical and problem solving skills and can proactively drive a project independently
lFluency in Mandarin is mandatory and the basic ability in English is desirable
lMust be a team player
lStrong Microsoft application knowledge
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