Job Description
Introducing Your New Opportunity
A growing financial services provider with a strong presence in Hong Kong and the Asia Pacific region is seeking a dedicated professional to join their team. This role combines operational excellence in case processing with high-touch relationship management for HNW clients, acting as a key liaison across business partners, operations, and wealth advisory functions while contributing to process improvements and client experience enhancements aligned with business growth goals.
Your New Role
- Oversee end-to-end case and new business submission processing, ensuring timely, accurate handling and smooth progression to policy issuance
- Manage relationship management and client experience for HNW clientele, collaborating with Business Development Directors to drive portfolio growth across Asia Pacific markets
- Coordinate with Operations, Compliance, Legal, Finance, and risk advisory teams, compliance screening, policy issuance, client onboarding, and contract matters
- Support process improvements by maintaining up-to-date SOPs, contributing to product launches, leading assigned projects, and collaborating on form/questionnaire/system changes
Your Background
- University degree or equivalent in Business, Insurance, Finance, Accounting, or a related discipline
- 5–7+ years of hands-on experience in case management, new business processing, business support, or HNW client relationship/advisory roles within wealth management, or related financial sectors
- Strong attention to detail, excellent communication, presentation, and stakeholder management skills; proven ability to handle exceptions under pressure
- Fluency in English, Cantonese, and Mandarin
- Candidates with slightly less experience will also be considered.
What You'll Receive in Return
This is a pivotal role that offers the chance to influence process efficiency, support regional business growth, enhance client experiences, and develop broad expertise in a stable, forward-looking organization with strong opportunities for career progression and regional exposure.
Start Your Search Now
Contact Jason.Kwong@upsidegroup.co to discuss this opportunity.
For More Information Visit:
https://upsidegroup.co/