Senior Manager, High Net Worth Operations (Life Insurance)

The role is to support HNW insurance business through policy servicing, case management, and Premium Financing operations. Acts as the key contact for distributors, banks, IBs, and internal stakeholders to resolve complex servicing matters, manage premium financing cases, and support Hong Kong policies.

Responsibilities

• Oversee end to end processing of HNW policies serving request, including complex legal structures (companies, trusts, partnerships) for international brokers etc.
• Manage end-to-end policy servicing and case management for complex and escalated requests.
• Handle Premium Financing operations, including documentation, workflow coordination, and issue resolution.
• Liaise with banks, financing providers, distributors, and internal stakeholders to ensure smooth case progression.
• Support onboarding of new Premium Financing partners/platforms and drive process improvement initiatives.
• Maintain SOPs and participate in operational enhancement projects.

Requirements

• Degree holder in Business, Insurance, Finance, or related disciplines.
• At least 7 years of life insurance operations experience, preferably in HNW/UHNW business.
• Strong exposure to policy servicing, POS case management, and Premium Financing.
• Experience supporting international brokers is advantageous.
• Strong stakeholder management, problem-solving, and communication skills.
• Good understanding of life insurance products, operational controls, and compliance requirements.