About FWD Group
FWD Group is a pan-Asian life insurance business with more than 10 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance. Visit
https://www.fwd.com.hk/
The Job
- Support distribution channels to grow High Net Worth business for the company, including but not limited to Brokerage, Tied Agency and Bancassurance
- Be the subject matter expert, provide support to distribution channels, both internal and external stakeholders
- Ensure a smooth process from pre-assessment to policy issuance
- Discuss & negotiate with relevant parties (internal & external) to ensure problems are solved
- Maintain good records, generate status reports for management/team heads as needed
- Streamline internal workflow with departments regarding premium financing matters & obtain gatekeepers clearance
- Possess high sense of responsibility and job ownership
- Support and back up respective channels as assigned by team head
- Support tasks/initiatives assigned by the team heads of HNW Business & HNW Case Management from time to time
The Person
- University graduate with at least 5 years relevant experience in operations of insurance industry
- Passed IIQE Paper 1, 3, 5 and a holder of FLMI or CFP is preferable.
- Strong command of written and spoken English, Chinese, and Putonghua
- Proactive, able to handle various tasks simultaneously
- Strong knowledge on life insurance products, premium financing, business insurance with company and trust structure
- Very strong in interpersonal, presentation, negotiation & problem solving skills
- Strong in PC skills in using MS Office, managing MIS report
- High level of business sense, risk, sales quality and compliance awareness
- Open-minded on managing multi-channels
We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.
Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.
Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, sex, disability or family status in employment process.
