Case Manager, High-Net-Worth Insurance & Wealth Solutions
Ethos BeathChapman
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Contract Type:
Permanent
Location:
Hong Kong, Hong Kong
Date Published:
30-Jul-2026
Salary:
About the Role Our client is a leading international life insurance brokerage specialising in insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are looking to expand their team of case managers to oversee the end-to-end implementation of complex insurance cases, working closely with advisers, private banks, insurers, and clients to ensure a seamless application and policy issuance process. Key Responsibilities
Permanent
Location:
Hong Kong, Hong Kong
Date Published:
30-Jul-2026
Salary:
About the Role Our client is a leading international life insurance brokerage specialising in insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are looking to expand their team of case managers to oversee the end-to-end implementation of complex insurance cases, working closely with advisers, private banks, insurers, and clients to ensure a seamless application and policy issuance process. Key Responsibilities
- Manage the end-to-end administration of HNW insurance cases, from application through policy issuance.
- Coordinate with advisers, private bankers, insurers, underwriters, and clients to ensure timely case progression.
- Monitor case status, proactively follow up on outstanding requirements, and resolve issues to minimise delays.
- Review application documents to ensure accuracy, completeness, and regulatory compliance.
- Liaise with insurers on underwriting requirements, medical evidence, policy amendments, and policy issuance.
- Maintain accurate case records and provide regular updates to internal stakeholders and clients.
- Deliver a high standard of client service while ensuring service level agreements are met.
- Support continuous improvements to case management processes and operational efficiency.
- Bachelor's degree in Business, Finance, Insurance, or a related discipline.
- 3 years of experience in case management, policy administration, client servicing, or operations within life insurance or an insurance brokerage.
- Strong organisational skills with the ability to manage multiple cases simultaneously.
- Excellent communication and stakeholder management skills, with the ability to coordinate across clients, insurers, and business partners.