2 months ago

Underwriting Manager, High Net Worth and Individual Life Business (Kowloon City, Kowloon, HK)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Lead underwriting for High Net Worth and Individual Life Business, ensuring sound and profitable portfolios by applying HSBC’s underwriting policies, monitoring rules, and regulatory compliance. Manage delegated authority, streamline processes, and build strong customer-centric relationships with internal and external stakeholders across Life, CI and Medical businesses. Requires extensive experience in life insurance underwriting and high net worth cases.

Location: Hong Kong

Workplace: Hybrid

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Manager level

Key Responsibilities

•Apply HSBC’s underwriting policies and principles to ensure we’re taking on business that’s sound and lasting profitable
•Accept or authorize the acceptance of new business cases or policy changes within your delegated authority limits and on a sound and profitable portfolio basis
•Help monitor and update underwriting rules and guidelines to ensure ongoing market competitiveness and alignment with evolving medical and insurance risk standards
•Identify opportunities to streamline internal processes and procedures, both within and external to this role in order to optimize customer service delivery
•Ensure compliance with established procedures, service standards, Group policies, and regulatory requirements, backed by robust internal controls

Key Requirements

•Possess a degree qualification and having professional qualification; LOMA, ALU, ALUCA or CII will be desirable
•Solid experience in Life insurance field with attained underwriting authority across Life, CI and Medical businesses in the High Net Worth field
•Hold a substantial financial sum insured authority
•Ideally experienced in managing Broker, Private Banking and Commercial banking complex or jumbo cases including liaison with Reinsurers
•Possesses strong interpersonal, customer service and communication skills

Experience:Life insurancePrivate bankingHigh net worthHigh net worth life insurance

Skills:CommunicationInterpersonalCustomer serviceStakeholder management

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: 3.6

Website LinkedIn

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HSBC

2 months ago

Underwriting Manager, High Net Worth and Individual Life Business (Kowloon City, Kowloon, HK)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Hong Kong

Workplace: Hybrid

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Manager level

Key Responsibilities

•Apply HSBC’s underwriting policies and principles to ensure we’re taking on business that’s sound and lasting profitable
•Accept or authorize the acceptance of new business cases or policy changes within your delegated authority limits and on a sound and profitable portfolio basis
•Help monitor and update underwriting rules and guidelines to ensure ongoing market competitiveness and alignment with evolving medical and insurance risk standards
•Identify opportunities to streamline internal processes and procedures, both within and external to this role in order to optimize customer service delivery
•Ensure compliance with established procedures, service standards, Group policies, and regulatory requirements, backed by robust internal controls

Key Requirements

•Possess a degree qualification and having professional qualification; LOMA, ALU, ALUCA or CII will be desirable
•Solid experience in Life insurance field with attained underwriting authority across Life, CI and Medical businesses in the High Net Worth field
•Hold a substantial financial sum insured authority
•Ideally experienced in managing Broker, Private Banking and Commercial banking complex or jumbo cases including liaison with Reinsurers
•Possesses strong interpersonal, customer service and communication skills

Experience:Life insurancePrivate bankingHigh net worthHigh net worth life insurance

Skills:CommunicationInterpersonalCustomer serviceStakeholder management

Certifications:LOMAALUALUCACII

Company Brief

HSBC

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: 3.6

Website LinkedIn