Senior Manager, HNW Case Management - FWD Life Insurance Company (Bermuda) Limited - Sheung Wan

Job Highlights
Support High Net Worth (HNW) operation
Supervise projects to go through digitalization
Work closely with brokers and bank partners
Job Description

Established in Asia in 2013 with a trailblazer mentality, FWD is the primary insurance business of investment group, Pacific Century Group (PCG), with minority shareholders Swiss Re Group, GIC Ventures, RRJ Capital and Hopu Investments.

FWD spans 10 markets in Asia including Hong Kong SAR & Macau SAR, Thailand, Indonesia, the Philippines, Singapore, Vietnam, Japan, Malaysia and Cambodia. In Hong Kong, FWD offers life and medical insurance, general insurance, employee benefits, and financial planning. We focus on creating fresh customer experiences and making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD aims to be a leading pan-Asian insurer by changing the way people feel about insurance.

If you are looking for a company where can fuel your inspiration and cultivate your expertise, join us on our exciting journey.


Support distribution channels to grow High Net Worth business for the company, including but not limited to Brokerage, Tied Agency and Bancassurance.
Be the subject matter expert, lead case management team to provide support to distribution channels, both internal and external stakeholders
Drive discussions with relevant parties (internal & external) to ensure problems are solved
Conduct training to sales channels (including Tied Agency, Bank/Brokers fellows)
Review and streamline procedure regularly to drive efficiency, monitor daily operations to comply with company internal guidelines and regulatory requirements
Onboard new banks for premium financing, review workflow, assignment documents and obtain clearance from internal stakeholders
Maintain good records, generate status reports for management as needed
Manage and develop team members to carry out effective support to the sales teams


University graduate with at least 10 years relevant experience including 3-5 years of management experience
Good command of written and spoken English, Chinese, and Putonghua
Proactive, able to handle various projects simultaneously
Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure
Very strong in interpersonal, presentation, negotiation & problem solving skills
Strong in PC skills in using MS Office, managing MIS report
High level of risk, sales quality and compliance awareness
We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate. Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.
Additional Information
Career Level
Years of Experience
10 years
Job Type
Full Time
Company Website

Job Functions
Banking / Finance, Insurance, Order Processing & Operation / Settlement
Company Overview
See Job Description

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