Underwriting Manager, HNW and Individual Life Business

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: certificationSkills: ["Interpersonal skills","Customer service","Communication","Self-motivation","Process improvement"]

Manage underwriting for HSBC’s High Net Worth and Individual Life portfolio by applying underwriting policies to ensure sound, profitable business. You’ll accept or authorize new cases and policy changes within delegated authority, monitor and update underwriting rules and guidelines, and ensure compliance with procedures, service standards, group policies, and regulatory requirements. The role also drives process streamlining, supports underwriting projects and implementations, and coordinates effectively with internal and external stakeholders.

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FursaFursa
HSBC
HSBC
4 hours ago

Underwriting Manager, HNW and Individual Life Business

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage underwriting for HSBC’s High Net Worth and Individual Life portfolio by applying underwriting policies to ensure sound, profitable business. You’ll accept or authorize new cases and policy changes within delegated authority, monitor and update underwriting rules and guidelines, and ensure compliance with procedures, service standards, group policies, and regulatory requirements. The role also drives process streamlining, supports underwriting projects and implementations, and coordinates effectively with internal and external stakeholders.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Manager level

Key Responsibilities

  • •Apply HSBC underwriting policies and principles to write sound, lasting, profitable business.
  • •Accept or authorize new business cases and policy changes within delegated authority limits and on a sound portfolio basis.
  • •Monitor and update underwriting rules and guidelines to maintain market competitiveness and align with evolving medical and insurance risk standards.
  • •Ensure compliance with established procedures, service standards, group policies, and regulatory requirements using robust internal controls.
  • •Streamline internal processes and procedures (within and external to the role) and participate in underwriting projects, implementations, and product development.

Key Requirements

  • •Degree qualification with a professional qualification; LOMA, ALU, ALUCA or CII is desirable.
  • •Solid life insurance underwriting experience with attained underwriting authority across Life, CI and Medical businesses for HNW.
  • •Substantial financial sum insured authority.
  • •Ideally, experience managing complex or jumbo cases across brokers, private banking, and commercial banking, including liaison with reinsurers.
  • •Strong interpersonal, customer service, and communication skills with the ability to work with minimal direction.
Experience:Life insuranceHigh-net-worth (HNW)Medical underwritingReinsuranceInsurance risk
Education:Certification / Diploma
Skills:Interpersonal skillsCustomer serviceCommunicationSelf-motivationProcess improvement
Certifications:LOMAALUALUCACII

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn