Case Manager (HNW Business)

Posted 14 July 2025
Salary HKD50000 - HKD60000 per month
LocationHong Kong
Job type Permanent
Discipline Insurance & Insuretech
ReferenceBH-2500

Job description

Our client is a inurer in Hong Kong. They are seeking a Case Manager to provide cases support for High Net Worth brokerage. This role requires solid experience in handling saving and protection insurance products. To ensuring smooth execution and coordination with business leaders and counter parties internally and externally. 

Key Responsibilities:
  • Case Management: Capable to manage and oversee complex, high-value insurance cases, ensuring accuracy, compliance, and seamless execution.
  • Provide case-handling assistance to ensure efficient operational workflow.
  • Policy & Underwriting Coordination: Support policy structuring, underwriting processes, and claims management for jumbo-size cases.
  • Regulatory Compliance & Process Optimization: Maintain adherence to industry regulations and best practices in HNW insurance case management
Who We’re Looking For:
  • Bachelor’s degree in Business, Finance, Insurance, or a related field.
  • 8+ years of experience in HNW insurance, specializing in large-scale case management.
  • Hands on in saving and protection products, familiar with trust products have extra advantage.
  • Background in related to private banking, international brokerage, or HNW financial services preferred.
  • Fluent in Mandarin, English, and Cantonese, with strong communication and coordination skills.
How to Apply:
If you're ready to advance your career in UHNW insurance case management, apply directly or contact Alvin Tang at +852 6629 7567 or atang@captarpartners.com for a confidential discussion.
For more opportunities, visit us at LinkedIn.