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Case Management Senior Specialist – UHNW Insurance

Case Management Senior Specialist – UHNW Insurance

Captar PartnersHong Kong
20 days ago
Job description

Our client is seeking a Senior Specialist in Case Management to provide expert case support for Ultra High Net Worth (UHNW) clients . This role requires extensive experience in handling jumbo-size insurance cases , ensuring smooth execution and coordination with senior consultants and business leaders.

Key Responsibilities :

  • UHNW Case Coordination : Manage and oversee complex, high-value insurance cases, ensuring accuracy, compliance, and seamless execution.
  • Dedicated Consultant Support : Provide case-handling assistance to senior consultants and leadership, ensuring efficient operational workflow.
  • Policy & Underwriting Coordination : Support policy structuring, underwriting processes, and claims management for jumbo-size cases.
  • Regulatory Compliance & Process Optimization : Maintain adherence to industry regulations and best practices in UHNW insurance case management.

Who We’re Looking For :

  • Bachelor’s degree in Business, Finance, Insurance, or a related field.
  • 8+ years of experience in UHNW insurance, specializing in large-scale case management.
  • Highly detail-oriented with expertise in jumbo-size insurance solutions .
  • Background in private banking, international brokerage , or UHNW financial services preferred.
  • Fluent in Mandarin, English, and Cantonese, with strong communication and coordination skills.
  • How to Apply :

    If you're ready to advance your career in UHNW insurance case management, apply directly or contact Alvin Tang at +852 6629 7567 or atang@captarpartners.com for a confidential discussion.

    For more opportunities, visit us at LinkedIn .

    This version aligns with the new title while keeping it clear, professional, and compelling for experienced candidates. Let me know if you'd like any further refinements! 😊

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