Associate Director, HNW Business Support, Tied Agency
Hong Kong - FWD TowerOperations
About the role
FinEx AI summary
Drives HNW business growth in the Tied Agency channel through underwriting expertise and end-to-end case management. Acts as liaison among Agency, Underwriting and Operations to expedite cases and improve turnaround and conversion. Handles complex escalated cases and supports advisers and customers.
Core skills
High Net Worth (HNW)UnderwritingCase ManagementNew BusinessAgency LiaisonStakeholder Management
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