Associate Director/ Senior Manager, HNW New Business Support (Case Management)
Hong Kong - Pacific PlaceOperations
About the role
FinEx AI summary
Lead a case management team supporting high net worth new business across jurisdictions and distribution channels. Draft submission workflows to meet internal policies and regulatory requirements, onboard banks for premium financing, and train sales channels. Review procedures to drive efficiency and manage team members.
Core skills
Case ManagementHigh Net Worth BusinessRegulatory CompliancePremium FinancingSales Channel SupportTraining
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