Assistant Case Manager – High Net Worth Insurance

About the role

HSBC Life is seeking an Assistant Case Manager to provide end‑to‑end case management for high‑net‑worth life insurance applications across the Asia‑Pacific region. You will work closely with underwriting, compliance and sales teams to ensure timely, accurate processing of new business.

Key responsibilities

• Deliver comprehensive case management service for high‑net‑worth applications, adhering to underwriting, regulatory and group standards.
• Process cases accurately, efficiently and within agreed service lead times.
• Maintain complete, high‑quality documentation in internal records.
• Collaborate with stakeholders to support sales channels and achieve targets.
• Provide consistent, up‑to‑date case information to all key stakeholders.
• Handle enquiries from sales staff, brokers and other stakeholders in a professional manner.
• Support ad‑hoc tasks and cross‑channel duties as assigned by the Team Leader.

Required profile

• University degree.
• Relevant experience in case management or new‑business operations.
• Fluent in written and spoken English and Cantonese; Mandarin is a plus.
• Positive, mature attitude with ability to meet tight deadlines in a fast‑paced environment.
• Independent work style and strong performance orientation.
• Willingness to take on occasional ad‑hoc assignments.

Required skills