HNW Case Manager – Private Client Insurance

Posted 23 April 2025
Salary HKD35000 - HKD60000 per month
LocationHong Kong
Job type Permanent
Discipline Insurance & Insuretech
ReferenceBH-2423

Job description

Location: Central, Hong Kong
Employment Type: Full-time

My client is a premier international insurance brokerage specializing in High Net Worth (HNW) and Ultra-HNW clients. We are seeking a polished, detail-oriented Case Manager to join their team. This role is critical in delivering white-glove service to private clients, ensuring seamless policy placement, risk management, and claims support for bespoke life/health solutions, personal liability, and luxury assets (e.g., yachts, fine art, high-value homes)

Key Responsibilities
  • End-to-End Policy Management: Oversee the lifecycle of HNW insurance placements—from client onboarding, risk assessment, and binder issuance to renewals and endorsements
  • Client & Market Liaison: Act as the bridge between clients, family offices, underwriters (e.g., Chubb, AIG Private Client, PURE), and internal brokers to negotiate terms and resolve complex coverage issues
  • Precision & Compliance: Ensure flawless documentation (e.g., schedules of valuables, appraisals) and adherence to global compliance standards (AML, KYC)
  • Claims Advocacy: Guide clients through high-stakes claims processes, coordinating with adjusters and legal teams to expedite resolutions
  • Concierge-Level Service: Anticipate client needs (e.g., global travel coverage adjustments, new acquisitions) and deliver proactive solutions
Requirements:
  • Bachelor's degree holder
  • 3+ years in HNW/UHNW insurance (brokerage, underwriting, or private banking) or 5+ years in commercial P&C with transferable skills
  • Good interpersonal skills and attention to details
  • Exceptional discretion (handling confidential client data)
  • Good command of English, Cantonese and Mandarin
To Apply:
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cleung@captarpartners.com

Still considering? Contact Clare Leung on +852 3901 8711 for confidential discussion about it, we are always happy to help.