HNW Wealth Case Manager - Global Insurance & Advisory

JAC Recruitment Consultant; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Exposure to high-value client cases

Collaborative international working环境

Job summary

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.

Qualifications

• 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

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

Job description

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.