What the role is?

The High-Net-Worth (HNW) Case Manager is responsible for providing comprehensive, personalized, and high - touch service to CTF Life’s HNW brokers. This role acts as one of the primary points of contact for HNW brokers, coordinating a wide range of financial, lifestyle, and administrative services to meet their clients’ complex needs.

The High-net-worth Case Manager must have a deep understanding of wealth management, financial products, and excellent relationship - building skills to ensure broker and client satisfaction and loyalty.

Key Duties include:

1.Client Relationship Management

• Serve as the main liaison between the company and HNW brokers. Build and maintain strong, long - term relationships based on trust, understanding, and personalized service.
• Proactively communicate with HNW brokers on a regular basis to understand their evolving needs, financial goals, and lifestyle preferences. Provide timely updates on relevant market trends and product offerings.
• Respond promptly and effectively to HNW brokers inquiries, requests, and concerns. Ensure that all brokers issues are resolved to their satisfaction in a timely manner, escalating complex matters as necessary.

2. Service Coordination

• Collaborate with wealth advisors, investment managers, tax specialists, lawyers, and estate planners to deliver integrated solutions.

3. Documentation and Record - Keeping

• Maintain accurate and up - to - date broker records, including business information, service requests, and communication history. Ensure that all documentation is organized, easily accessible, and compliant with data protection and privacy regulations.
• Prepare and submit reports to internal stakeholders as required. These reports may include financial statements, service summaries, and performance updates.

4. Business Development Support

• Provide feedback to the business development team on broker needs, market trends, and competitive intelligence. Assist in the development of new products and services tailored to the HNW client segment.
• Participate in brokers’ client acquisition activities, by representing the company in a professional and knowledgeable manner. Provide support to the sales team during the onboarding process of new HNW brokers.

What we look for?

• Bachelor’s degree in Finance, Business Administration or related field
• Minimum of 6 years’ of experience in client relationship management, preferably in the financial services or insurance industry
• Experience working with HNW brokers, clients and wealth advisors
• Excellent knowledge in Wealth Management and Financial products
• Excellent communication, interpersonal and relationship building skills
• Highly responsive, ability to multi-task and work under pressure
• Strong problem-solving skills and a proactive approach to client service
• Able to work smoothly with different internal and external stakeholders 
• Fluent in English and Cantonese; proficient in Mandarin communication

Write to us with your resume, expected salary and contact phone numbers to: Human Resources Department, Chow Tai Fook Life Insurance Company Limited, 15/F NEO, 123 Hoi Bun Road, Kwun Tong, Kowloon or fax to 2836-5365 or click Apply Now.
Please visit our Website at https://www.ctflife.com.hk/ for Company information.
Personal Information Collection Statement
At Chow Tai Fook Life Insurance Company Limited (“the Company") we respect the privacy of your personal data and are committed to fully complying with the Personal Data (Privacy) Ordinance (“the Ordinance").
The personal data that we collect and/or hold (whether contained in this application form or otherwise obtained) includes your personal details, contact information, education and training details, employment details, financial details, and information on your social circumstances.
Provision of personal data by you is mandatory for selection purposes. Personal data collected through this application will be used by the Company to assess your suitability to assume the job duties of the position for which you have applied. The Company may not be able to process your application if you fail to provide your personal data.
Applicants not contacted within four weeks after the interview / test may consider their application unsuccessful. The information provided will be kept for 2 years for consideration of other suitable posts.