High Net Worth Service Specialist

Location Hong Kong
Experience level Experienced Hire
Job details sector Sales and Distribution
Apply before Date not available
The High Net Worth Support Officer is responsible for providing Operations and Admin support to AXA CR Distribution teams to drive sales and increase AXA’s market share of HNW and Portfolio Bonds/Universal Life business
The primary duties and responsibilities are:
  • Responsible for providing quality customer services as well as participating in process improvement and other ad hoc projects.
  • Responsible for handling all after sales processing transactions including policy changes, cash withdrawal and claims.
  • Handle incoming phone calls and requests for product information, administrative forms and procedures, marketing material, and sales illustrations in a professional and timely manner
  • Work closely with admin, operations, new business, underwriting and policy servicing to provide excellent service to International Brokers
  • Receive Policy Servicing requests, acknowledge receipt and ensure requests are administered
  • Learn Policy Servicing including the AS400 system and procedures for various queries Involve in ad hoc projects and various administration work
  • Liaised between company’s IOM office, follow up and update brokers on all trades which have been placed
  • Ad hoc marketing, broker and sales related activities

  • Hold a university degree or above, ideally 2-3 years of sales experience in insurance, banking or finance industry
  • Insurance licenses perferable
  • Prefer knowledge of insurance industry and/or financial planning is preferred
  • Experience working with brokers/agents in a sales capacity
  • Excellent written and communication skills - English, Cantonese and Mandarin
  • Able to work with demanding expats - internal and external
  • Details oriented with high accruacy and result oriented   
(candidates will less experience will be considered as Assistant High Net Worth Service Specialist)

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.


In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

AXA Hong Kong, a member of the AXA Group, prides itself of serving over 1 million customers in Hong Kong and Macau. Besides being one of the largest health protection providers in Hong Kong, it is also the number 1 General Insurance provider1 and a market leader in motor insurance.

AXA Hong Kong is committed to helping its customers achieve stability and prosperity through providing a comprehensive range of life, health, property and casualty protection, as well as wealth management and retirement solutions.

We believe it is our inherent responsibility to support the communities we operate in, hence creating a sustainable business via constant and considerable contribution in the dimensions of health, environment and the community.

1Based on 2013 Office of the Commissioner of Insurance market share statistics

We offer excellent career prospects and attractive remuneration package to the right candidates.