HNW Case Manager

JAC Recruitment Singapore; Singapore; Presencial; SGD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Exposure to high-value client cases

Collaborative international working环境

Descripción de la vacante

Wealth Advisory Firm in Singapore seeks a Case Manager to support consultants delivering bespoke wealth planning and insurance-based solutions for high-net-worth clients. You will gain exposure to complex, cross-border cases and collaborate with experienced advisors and global partners.

Responsibilities include end-to-end case lifecycle management, assisting with client proposals, coordinating with insurers, and ensuring timely submissions and compliance across stakeholders.

Formación

• 2-5 years of experience in Insurance operations / case management
• Wealth management or financial advisory support
• Strong understanding of life insurance processes and documentation
• High attention to detail and strong organisational skills
• Ability to manage multiple cases and deadlines in a fast-paced environment
• Strong communication and coordination skills

Responsabilidades

• Manage the end-to-end lifecycle of client cases, from onboarding through to policy issuance
• Support consultants in preparing client proposals and documentation
• Coordinate with insurance providers and external partners to facilitate case execution
• Ensure timely submission and follow-up of applications, underwriting requirements, and policy processing
• Maintain accurate records and manage case tracking across multiple stakeholders
• Ensure compliance with internal policies and regulatory requirements

Descripción del empleo

Case Manager (Wealth Advisory / Insurance)

Location: Singapore

About the role

An established international wealth advisory firm is seeking a Case Manager to support its consultants in delivering bespoke wealth planning and insurance-based solutions for high-net-worth (HNW) clients.

This is an excellent opportunity to gain exposure to complex, cross-border cases and work closely with experienced advisors and global partners.

Responsibilities

• Manage the end-to-end lifecycle of client cases, from onboarding through to policy issuance
• Support consultants in preparing client proposals and documentation
• Coordinate with insurance providers and external partners to facilitate case execution
• Ensure timely submission and follow-up of applications, underwriting requirements, and policy processing
• Maintain accurate records and manage case tracking across multiple stakeholders
• Ensure compliance with internal policies and regulatory requirements

Requirements

• 2-5 years of experience in:
  • Insurance operations / case management
  • Wealth management or financial advisory support
• Strong understanding of life insurance processes and documentation
• High attention to detail and strong organisational skills
• Ability to manage multiple cases and deadlines in a fast-paced environment
• Strong communication and coordination skills

Preferred:

• Exposure to high-net-worth (HNW) clients
• Experience handling cross-border or complex cases
• Familiarity with wealth planning or estate structuring concepts

What's on Offer

• Exposure to high-value, sophisticated client cases
• Opportunity to work in a specialised and growing segment of wealth advisory
• Collaborative, international working environment
• Competitive remuneration and career progression opportunities