Assistant Case Manager (Kowloon City, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Independence","Attention to detail","Time management","Stakeholder management","Results focus"]

Manage end-to-end case files for new High Net Worth insurance applications in line with underwriting, compliance, regulatory, and Group requirements. Process cases accurately and on time, maintain complete documentation in internal records, and keep stakeholders updated with current case information. Handle inquiries from sales staff and brokers professionally, and support ad-hoc cross-channel tasks assigned by the Team Leader to help meet service lead times and sales targets.

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FursaFursa
HSBC
HSBC
19 hours ago

Assistant Case Manager (Kowloon City, Kowloon, HK)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Manage end-to-end case files for new High Net Worth insurance applications in line with underwriting, compliance, regulatory, and Group requirements. Process cases accurately and on time, maintain complete documentation in internal records, and keep stakeholders updated with current case information. Handle inquiries from sales staff and brokers professionally, and support ad-hoc cross-channel tasks assigned by the Team Leader to help meet service lead times and sales targets.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Deliver end-to-end High Net Worth case management for new applications in line with underwriting, compliance, regulatory, and Group requirements and service lead times.
  • •Process cases accurately, effectively, and timely.
  • •Ensure complete and high-quality documentation is filed in internal records.
  • •Work closely with stakeholders to support channels and achieve sales targets.
  • •Provide updated case information to key stakeholders and handle case enquiries from sales staff/brokers; support ad-hoc cross-channel tasks as assigned.

Key Requirements

  • •University degree
  • •Relevant case management and/or new business operations experience
  • •Fluent written and spoken English and Cantonese (Mandarin is a plus)
  • •Positive, mature attitude with ability to meet tight deadlines in a fast-paced, changing environment
  • •Able to work independently and support ad-hoc tasks as assigned
Education:Bachelor's
Skills:IndependenceAttention to detailTime managementStakeholder managementResults focus
Languages:EnglishCantoneseMandarin

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