Senior Manager, HNW Operation Support, Strategic Partnerships
At a glance
Senior Channel & Partnerships role at FWD. Hong Kong - Pacific Place · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Support brokerage, bancassurance, international brokers, and other channels serving HNW and UHNW business
- Serve as the POS subject-matter contact, coordinating internal and external parties to move cases toward resolution
- Manage policy servicing from submission through completion, including assignments, premiums, and escalated requests
- Run Premium Financing operations, covering documents, workflows, issue resolution, and gatekeeper clearance
- Set up new financing platforms and improve workflows, controls, and SOPs with relevant stakeholders
What you bring
- A business or related degree, plus at least seven years in life insurance operations
- Hands-on experience with HNW operations, POS cases, Premium Financing, and international broker support
- Experience servicing policies issued in both Hong Kong and Bermuda
- A track record of enhancing processes or systems and maintaining formal SOP documentation
- Fluency in written and spoken English and Chinese
Who this fits
This suits a senior operations specialist who can coordinate across distributors, banks, financing providers, and internal functions. You should be comfortable handling complex cases, balancing risk and compliance with sales quality, and leading through collaboration. The role is based in Hong Kong and follows a five-day work schedule.
From the employer
About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com
For more information about FWD Hong Kong, please visit www.fwd.com.hk/
The Job
Support distribution channels to grow High Net Worth and Ultra High Net Worth business for the company, including but not limited to Brokerage and Bancassurance.
Act as a key point of contact and subject matter expert for POS enquiries and requests, coordinating with internal stakeholders and external parties to drive timely resolution and effective case progression.
Provide end-to-end case management support for policy servicing submissions, including assignment documentation, premium-related matters, and complex or escalated requests.
Handle Premium Financing cases and coordinate premium financing operational matters, including documentation, workflow management, issue resolution, and gatekeeper clearance.
Coordinate and facilitate the onboarding of new Premium Financing platforms, working closely with internal functions, banks, financing providers, distributors, and other external parties to establish requirements, workflows, controls, and implementation readiness.
Support assigned distribution channels, including international brokers, and coordinate policy servicing matters relating to Hong Kong- and Bermuda-issued policies.
Participate in operational enhancement projects, support the design and implementation of improved workflows and controls, and develop and maintain formal standard operating procedures (SOPs).
The Person
Degree holder in business or another related discipline.
Possess at least 7 years of relevant experience in life insurance operations, preferably covering HNW business, POS case management, and Premium Financing.
Experience in supporting international brokers and handling operational or policy servicing matters for both Hong Kong- and Bermuda-issued policies.
Demonstrated experience in handling Premium Financing cases and coordinating the onboarding of new Premium Financing platforms, including workflow setup and collaboration with internal stakeholders and external parties.
Proven involvement in process or system enhancement projects, with hands-on experience in developing, documenting, and maintaining formal SOPs.
High level of business sense, risk, sales quality, and compliance awareness.
Open-minded on managing multi-channels.
Possess a high sense of responsibility and job ownership.
Strong knowledge of life insurance products and operational flows.
Strong interpersonal skills, problem-solving skills, and team leadership/player abilities.
Fluent in both written and spoken English and Chinese.
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, gender, disability or family status in employment process.
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