Senior Manager, HNW Operations
Manulife
The High Net Worth Senior Manager plays a pivotal role in delivering a seamless, high-touch experience to HNW clients. Acting as a single point of contact, this generalist manages new business case handling, policy servicing, and trust-related inquiries. The role requires strong coordination, attention to detail, and a client-first mindset to support complex and high-value cases.
**Position Responsibilities**
+ Serve as the primary contact for distribution channels, fostering strong relationship and ensuring consistent, high quality service delivery.
+ Act as the single point of contact for new business case handling, policy servicing, and trust-related matters.
+ Coordinate with business partners, internal operations, HNW underwriters, and L&C team to manage the end-to-end new business process—from application submission to policy issuance.
+ Collaborate with Manage & Review team to handle inforce case change requests with accuracy and efficiency.
+ Ensure completeness and accuracy of client submissions by collecting all required information and documentation.
+ Act as the primary liaison for trust-related matters including preliminary case review, trust structure evaluation, and trust documentation handling
+ Support onboarding of trustees and review of trust structures in collaboration with internal stakeholders, ensuring compliance and proper documentation
+ Collaborate with cross-functional teams to deliver integrated solutions tailored to HNW client needs.
+ Identify and drive process improvements that align with our strategic priorities, enhancing operational effectiveness and delivering exceptional client experiences
**Required Qualifications:**
+ University graduate plus minimum 7 years of experience in life insurance, preferably in HNW segment
+ Experience in handling premium financing, trust/ PIC related business, and good understanding of HNW business model
+ High proficiency in reading and writing English
+ Good communication and presentation skill
+ Customer-orientated service
+ Strong sense of ownership and attention to details
+ Good command of spoken and written English and Chinese
+ Good PC skills including MS Word, Excel, and Power Point
**_When you join our team:_**
+ We’ll empower you to learn and grow the career you want.
+ We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we’ll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .
**Modalidades de Trabajo**
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