HNW Case Manager

Gravitas Recruitment Group (Global) Ltd; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

Gravitas Recruitment Group (Global) Ltd in Singapore seeks a diligent administrative support specialist to assist the sales team and manage policy applications. You will handle end-to-end admin tasks, maintain records, liaise with insurers, and develop knowledge of banking and insurance products.

Strong English communication is essential; Mandarin or Cantonese proficiency is an advantage. The role focuses on process improvement and professional development in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent, with 3–4 years of relevant experience in banking or insurance.
• Proficiency in Microsoft Office.
• A results-driven mindset with a strong focus on performance.
• Strong interpersonal skills, with the ability to communicate and negotiate effectively in a team environment.
• Excellent written and spoken English; proficiency in Mandarin or Cantonese is an advantage.

Responsibilities

• Support the sales team in achieving business objectives through active execution.
• Liaise with insurers to submit and manage policy applications.
• Maintain accurate documentation and records throughout the application process.
• Develop strong working knowledge of insurance products, services, and bank credit procedures.
• Manage end-to-end administrative tasks including coordinating medical examinations, preparing insurance forms and policy packages, and processing client reimbursements.
• Handle enquiries from both internal stakeholders and external clients professionally.
• Commit to ongoing professional development through internal and external training programmes.
• Contribute to the continuous improvement of internal processes.

Skills

Interpersonal skills

Communication

Teamwork

Results-driven

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

• Support the sales team in achieving business objectives through active execution
• Liaise with insurers to submit and manage policy applications
• Maintain accurate documentation and records throughout the application process
• Develop strong working knowledge of insurance products, services, and bank credit procedures
• Manage end-to-end administrative tasks including coordinating medical examinations, preparing insurance forms and policy packages, and processing client reimbursements
• Handle enquiries from both internal stakeholders and external clients professionally
• Commit to ongoing professional development through internal and external training programmes
• Contribute to the continuous improvement of internal processes

What You'll Bring

• Bachelor's degree or equivalent, with 3–4 years of relevant experience in banking or insurance
• Proficiency in Microsoft Office
• A results-driven mindset with a strong focus on performance
• Strong interpersonal skills, with the ability to communicate and negotiate effectively in a team environment
• Excellent written and spoken English; proficiency in Mandarin or Cantonese is an advantage