HNW Sales & Client Management Lead, Hong KongGlobally renowned Wealth PlannerLeadership roleWelcome HNW sales consultants stepping into sales managementAbout the CompanyOur client is a leading wealth management and insurance solutions provider with a global presence, specializing in serving high-net-worth (HNW) individuals and ultra-high-net-worth (UHNW) individuals through partnerships with financial institutions and advisory firms.About the JobClient Ser
HNW Sales & Client Management Lead, Hong KongGlobally renowned Wealth PlannerLeadership roleWelcome HNW sales consultants stepping into sales managementAbout the CompanyOur client is a leading wealth management and insurance solutions provider with a global presence, specializing in serving high-net-worth (HNW) individuals and ultra-high-net-worth (UHNW) individuals through partnerships with financial institutions and advisory firms.About the JobClient Ser
Exciting Opportunities for Insurance Professionals!Are you an experienced professional in the insurance industry?We are seeking qualified candidates to fill various corporate roles within the insurance industry, catering to both life and general insurance sectors. We invite applications from experienced professionals across all functions, including but not limited to: Customer Service RepresentativesUnderwritersClaimsChannel Management / Business Developme
Exciting Opportunities for Insurance Professionals!Are you an experienced professional in the insurance industry?We are seeking qualified candidates to fill various corporate roles within the insurance industry, catering to both life and general insurance sectors. We invite applications from experienced professionals across all functions, including but not limited to: Customer Service RepresentativesUnderwritersClaimsChannel Management / Business Developme
Key ResponsibilitiesResponsible for processing policy service applicationsEfficiently and effectively in accordance with the requirements of standard procedures Support Life Operations projects, including preparing requirements to improve workflow, automation and conduct UAT etcAssist line manager to prepare regular reports and communication for internal/ external parties. Key RequirementsAt least 4 years of experience in life Insurance OperationsKnowledge
Key ResponsibilitiesResponsible for processing policy service applicationsEfficiently and effectively in accordance with the requirements of standard procedures Support Life Operations projects, including preparing requirements to improve workflow, automation and conduct UAT etcAssist line manager to prepare regular reports and communication for internal/ external parties. Key RequirementsAt least 4 years of experience in life Insurance OperationsKnowledge
Role Overview: The primary objective of this role is to deliver exceptional training support to the sales channels. The ideal incumbent will proactively identify training needs/ gaps, design and enhance training programs, and collaborate with various stakeholders to foster a culture of continuous learning. Responsibilities: Provide extraordinary training and supporting resources to sales channels, ensuring relevance and quality.Proactively assess and analy
Role Overview: The primary objective of this role is to deliver exceptional training support to the sales channels. The ideal incumbent will proactively identify training needs/ gaps, design and enhance training programs, and collaborate with various stakeholders to foster a culture of continuous learning. Responsibilities: Provide extraordinary training and supporting resources to sales channels, ensuring relevance and quality.Proactively assess and analy
Background Our reputable client is currently recruiting professional talents with channel management experience who are specialized in Employee Benefits and/or HNW market. The incumbent plays a pivotal role in providing support to the distribution team. Job Descriptions:Manage and oversee insurance applications precisely within the required processing timeframes including due diligence checking, verification of entry proofs, pending follow-ups, document v
Background Our reputable client is currently recruiting professional talents with channel management experience who are specialized in Employee Benefits and/or HNW market. The incumbent plays a pivotal role in providing support to the distribution team. Job Descriptions:Manage and oversee insurance applications precisely within the required processing timeframes including due diligence checking, verification of entry proofs, pending follow-ups, document v
Key Responsibilities:Evaluate and approve claims according to company policies.Oversee daily operations of claims investigations to ensure efficient processing.Meet turnaround times and achieve service level agreements (SLAs) for claims.Address inquiries from the distribution, customer service, and complaint teams.Contribute to workflow reviews and implement ongoing improvements in the claims process.Prepare regular management reports detailing claims acti
Key Responsibilities:Evaluate and approve claims according to company policies.Oversee daily operations of claims investigations to ensure efficient processing.Meet turnaround times and achieve service level agreements (SLAs) for claims.Address inquiries from the distribution, customer service, and complaint teams.Contribute to workflow reviews and implement ongoing improvements in the claims process.Prepare regular management reports detailing claims acti
Head of Broker (Life Insurance)Brokerage partnership development (ideally with MCV clients)People management rolePromising career progressionAbout the CompanyMy client is a fast-growing life insurer. They are expanding their distribution channel. Hence, looking for a brokerage head.About the JobMy client is seeking an experienced, driven, and strategic individual to join their company as the Head of Broker within their Brokerage Distribution department. Th
Head of Broker (Life Insurance)Brokerage partnership development (ideally with MCV clients)People management rolePromising career progressionAbout the CompanyMy client is a fast-growing life insurer. They are expanding their distribution channel. Hence, looking for a brokerage head.About the JobMy client is seeking an experienced, driven, and strategic individual to join their company as the Head of Broker within their Brokerage Distribution department. Th
Associate Director, MCV Agency Recruitment Strategy & ProjectsLeading life insurerEstablished and rapidly expanding MCV businessWorking visa provided if necessaryAbout the CompanyMy client is a leading life insurer with a global presence. They're growing their Chinese clientele (Mainland Chinese Visitors/Individuals "MCV"). Therefore, they're looking to have someone as a Associate Director, MCV Agency Recruitment Strategy & Projects, who's knowledgeable in
Associate Director, MCV Agency Recruitment Strategy & ProjectsLeading life insurerEstablished and rapidly expanding MCV businessWorking visa provided if necessaryAbout the CompanyMy client is a leading life insurer with a global presence. They're growing their Chinese clientele (Mainland Chinese Visitors/Individuals "MCV"). Therefore, they're looking to have someone as a Associate Director, MCV Agency Recruitment Strategy & Projects, who's knowledgeable in
Life Insurance Head of Distribution (Agency, KPIC)Life insurer backed by one of the largest Financial Institutions in ChinaBusiness setup, KPIC and leadership roleChannel proposition and managementAbout the CompanyMy client is one of the largest Financial Institutions in China, they are setting up a life insurance arm in Hong Kong, looking for a Head of Distribution for Agency channel, this person has to be their Key Person in Charge (KPIC) for the channel
Life Insurance Head of Distribution (Agency, KPIC)Life insurer backed by one of the largest Financial Institutions in ChinaBusiness setup, KPIC and leadership roleChannel proposition and managementAbout the CompanyMy client is one of the largest Financial Institutions in China, they are setting up a life insurance arm in Hong Kong, looking for a Head of Distribution for Agency channel, this person has to be their Key Person in Charge (KPIC) for the channel
Key responsibilities:Responsible for underwriting activities of the marine Hull and Cargo productsResponsible for managing UW relationship with intermediaries and business partners in the area of underwriting service delivery, product development and innovationImplement strategies for continuous renewal preservation, operational efficiency, and compliance.Manage, mentor and develop the team to be production underwriters that will meet their performance obj
Key responsibilities:Responsible for underwriting activities of the marine Hull and Cargo productsResponsible for managing UW relationship with intermediaries and business partners in the area of underwriting service delivery, product development and innovationImplement strategies for continuous renewal preservation, operational efficiency, and compliance.Manage, mentor and develop the team to be production underwriters that will meet their performance obj
The Role Overview:This role will be responsible for analyzing risk of corporate business, assisting business development team and handling reports etc. This is a well-known company.Key responsibilities: Review, analyze, accept or reject risks of businessDevelop and maintain relationships with producers to encourage the submission of targeted business, obtain necessary information and promote satisfactory serviceIdentify process improvement plan, provide co
The Role Overview:This role will be responsible for analyzing risk of corporate business, assisting business development team and handling reports etc. This is a well-known company.Key responsibilities: Review, analyze, accept or reject risks of businessDevelop and maintain relationships with producers to encourage the submission of targeted business, obtain necessary information and promote satisfactory serviceIdentify process improvement plan, provide co
Role Overview:The role involves assessing and approving claims in accordance with company guidelines, monitoring daily operations to ensure efficient claims processing, and meeting service turnaround times.Key Responsibilities:Evaluate and approve claims according to company policies.Oversee daily operations of claims investigations to ensure efficient processing.Meet turnaround times and achieve service level agreements (SLAs) for claims.Address inquiries
Role Overview:The role involves assessing and approving claims in accordance with company guidelines, monitoring daily operations to ensure efficient claims processing, and meeting service turnaround times.Key Responsibilities:Evaluate and approve claims according to company policies.Oversee daily operations of claims investigations to ensure efficient processing.Meet turnaround times and achieve service level agreements (SLAs) for claims.Address inquiries
Digital Academic Program Design Team Lead (Insurance, Training)Life insurance distribution channel training program development & managementA chance to innovate learning & development processes for distribution channelsPromising career progressionAbout the CompanyMy client, an insurer, is looking for a seasoned leader to drive and manage their e-learning program for distribution channels. About the JobLead the strategic planning and execution of digital le
Digital Academic Program Design Team Lead (Insurance, Training)Life insurance distribution channel training program development & managementA chance to innovate learning & development processes for distribution channelsPromising career progressionAbout the CompanyMy client, an insurer, is looking for a seasoned leader to drive and manage their e-learning program for distribution channels. About the JobLead the strategic planning and execution of digital le
Head of Broker (Life Insurance)Brokerage partnership development (ideally with MCV clients)People management rolePromising career progressionAbout the CompanyMy client is a fast-growing life insurer. They are expanding their distribution channel. Hence, looking for a brokerage head.About the JobMy client is seeking an experienced, driven, and strategic individual to join their company as the Head of Broker within their Brokerage Distribution department. Th
Head of Broker (Life Insurance)Brokerage partnership development (ideally with MCV clients)People management rolePromising career progressionAbout the CompanyMy client is a fast-growing life insurer. They are expanding their distribution channel. Hence, looking for a brokerage head.About the JobMy client is seeking an experienced, driven, and strategic individual to join their company as the Head of Broker within their Brokerage Distribution department. Th
Company and Team BackgroundAs one of the global leading insurance providers, the company offers a wide range of insurance products and services. To better support the booming business and organizational success, their Employee Benefits Distribution division is seeking a highly motivated and experienced Senior Executive/ Assistant Manager in Business Development. The role is pivotal in delivering comprehensive health benefits solutions , establishing partne
Company and Team BackgroundAs one of the global leading insurance providers, the company offers a wide range of insurance products and services. To better support the booming business and organizational success, their Employee Benefits Distribution division is seeking a highly motivated and experienced Senior Executive/ Assistant Manager in Business Development. The role is pivotal in delivering comprehensive health benefits solutions , establishing partne
Role Overview:This position will be responsible for evaluating and assessing risks associated with insurance applications, loans, or other financial products. This role requires strong analytical skills, attention to detail, and the ability to make sound decisions based on data.Key Responsibilities:Risk Assessment & Data analysis: Analyze insurance applications and assess the associated risks by examining financial data, applicant history, and relevant doc
Role Overview:This position will be responsible for evaluating and assessing risks associated with insurance applications, loans, or other financial products. This role requires strong analytical skills, attention to detail, and the ability to make sound decisions based on data.Key Responsibilities:Risk Assessment & Data analysis: Analyze insurance applications and assess the associated risks by examining financial data, applicant history, and relevant doc
Account Management & Business Development, Financial LinesOpportunity to collaborate with major clients and build strong industry relationshipsClear pathway for career progression within a reputable organizationOpen to underwriters with the ambition to transition into business development & account managementAbout the CompanyOur client is a leading financial institution with insurance brokerage business in Hong Kong and Asia, seeking a seasoned profession
Account Management & Business Development, Financial LinesOpportunity to collaborate with major clients and build strong industry relationshipsClear pathway for career progression within a reputable organizationOpen to underwriters with the ambition to transition into business development & account managementAbout the CompanyOur client is a leading financial institution with insurance brokerage business in Hong Kong and Asia, seeking a seasoned profession
Account Management & Business Development, Financial LinesOpportunity to collaborate with major clients and build strong industry relationshipsClear pathway for career progression within a reputable organizationOpen to underwriters with the ambition to transition into business development & account managementAbout the CompanyOur client is a leading financial institution with insurance brokerage business in Hong Kong and Asia, seeking a seasoned profession
Account Management & Business Development, Financial LinesOpportunity to collaborate with major clients and build strong industry relationshipsClear pathway for career progression within a reputable organizationOpen to underwriters with the ambition to transition into business development & account managementAbout the CompanyOur client is a leading financial institution with insurance brokerage business in Hong Kong and Asia, seeking a seasoned profession
Key responsibilities:Conduct regular statistical portfolio reviews and analyses by product class and distribution.Collaborate closely with the Regional Actuarial Team to produce regular performance reports, particularly for Employee Compensation (EC) and Motor products. Work with underwriting and business teams to provide technical support for regular production underwriting operations across various main classes or products (including Property, EC, Motor,
Key responsibilities:Conduct regular statistical portfolio reviews and analyses by product class and distribution.Collaborate closely with the Regional Actuarial Team to produce regular performance reports, particularly for Employee Compensation (EC) and Motor products. Work with underwriting and business teams to provide technical support for regular production underwriting operations across various main classes or products (including Property, EC, Motor,
Customer Experience Lead (FI/Banking)Shape Customer Experience at a top financial institutionLead enterprise-wide impact on customer satisfaction and loyaltyDrive cultural transformation both inward and outwardAbout the CompanyOur client is a leading financial institution in Hong Kong, seeking a highly skilled and strategic professional to lead customer experience (CX) transformation efforts. This is a confidential search for a senior leader / seasoned ind
Customer Experience Lead (FI/Banking)Shape Customer Experience at a top financial institutionLead enterprise-wide impact on customer satisfaction and loyaltyDrive cultural transformation both inward and outwardAbout the CompanyOur client is a leading financial institution in Hong Kong, seeking a highly skilled and strategic professional to lead customer experience (CX) transformation efforts. This is a confidential search for a senior leader / seasoned ind
Insurance Product Development Process & Project ManagerExposure to all life productsAccelerate career growth with chances to collaborate with senior stakeholdersInvolvement in first-in-market product development projectsAbout the CompanyMy client is searching for a proactive and skilled professional to oversee the design, implementation, and optimization of all insurance products. This role requires cross-department collaboration, ensuring that all initiat
Insurance Product Development Process & Project ManagerExposure to all life productsAccelerate career growth with chances to collaborate with senior stakeholdersInvolvement in first-in-market product development projectsAbout the CompanyMy client is searching for a proactive and skilled professional to oversee the design, implementation, and optimization of all insurance products. This role requires cross-department collaboration, ensuring that all initiat
The qualified candidate will be assigned to assist the Distribution Team to manage numerous key accounts and to source new accounts in Employee Benefits business. The incumbent plays a pivotal role across agency and brokerage channels in providing corporate solutions, handling policy renewal and quotations.Job Descriptions:Manage portfolios in Employee Business but also identify and develop new business pipeline in the target segmentsMeets and exceeds fina
The qualified candidate will be assigned to assist the Distribution Team to manage numerous key accounts and to source new accounts in Employee Benefits business. The incumbent plays a pivotal role across agency and brokerage channels in providing corporate solutions, handling policy renewal and quotations.Job Descriptions:Manage portfolios in Employee Business but also identify and develop new business pipeline in the target segmentsMeets and exceeds fina
As a Senior Distribution Executive, you will assist the Team Manager to manage the top line and bottom line of a sizable P&C portfolio across broker channels in providing corporate solutions, handling policy renewal and quotations.Job Descriptions:Manage renewal portfolio in Property & Casualty and identify and develop new business pipeline in the target segments through renewal negotiationMeets and exceeds financial plansHandle enquiries and quotation req
As a Senior Distribution Executive, you will assist the Team Manager to manage the top line and bottom line of a sizable P&C portfolio across broker channels in providing corporate solutions, handling policy renewal and quotations.Job Descriptions:Manage renewal portfolio in Property & Casualty and identify and develop new business pipeline in the target segments through renewal negotiationMeets and exceeds financial plansHandle enquiries and quotation req
Role Overview: The primary objective of this role is to deliver exceptional training support to the sales channels. The ideal incumbent will proactively identify training needs/ gaps, design and enhance training programs, and collaborate with various stakeholders to foster a culture of continuous learning. Responsibilities: Provide extraordinary training and supporting resources to sales channels, ensuring relevance and quality.Proactively assess and analy
Role Overview: The primary objective of this role is to deliver exceptional training support to the sales channels. The ideal incumbent will proactively identify training needs/ gaps, design and enhance training programs, and collaborate with various stakeholders to foster a culture of continuous learning. Responsibilities: Provide extraordinary training and supporting resources to sales channels, ensuring relevance and quality.Proactively assess and analy
Responsibilities:Handle, examine, and settle claims in line with company guidelines.Address inquiries from policyholders, brokers, and other relevant parties.Assist the manager in implementing initiatives to enhance performance.Foster positive relationships with all stakeholders.Requirements:Bachelor’s degree in any disciplineGood command of written & spoken English and Cantonese, good speaking Mandarin is preferredProficient in Excel, MS Word and PowerPoi
Responsibilities:Handle, examine, and settle claims in line with company guidelines.Address inquiries from policyholders, brokers, and other relevant parties.Assist the manager in implementing initiatives to enhance performance.Foster positive relationships with all stakeholders.Requirements:Bachelor’s degree in any disciplineGood command of written & spoken English and Cantonese, good speaking Mandarin is preferredProficient in Excel, MS Word and PowerPoi