Senior HNW Case Manager

Quess Selection & Services; Singapore; On-site; SGD 113,000 - 139,000; Full time

Job summary

Quess Selection & Services seeks a Senior HNW Case Manager to lead complex high-net-worth cases from submission through underwriting to policy issuance. You will coordinate between clients, advisers and insurers, ensuring compliance and timely progression.

The role requires expertise in HNW life insurance, strong stakeholder management, and meticulous attention to documentation. A senior-level opportunity with responsibility for guiding junior staff and maintaining service quality.

Qualifications

• Strong experience within HNW life insurance, case management, new business or related function.
• Good understanding of life insurance application and underwriting processes.
• Comfortable managing complex HNW cases and multiple stakeholders.
• Strong knowledge of documentation, compliance and operational requirements surrounding HNW insurance.
• Excellent communication and relationship-management skills.
• Highly organised and able to manage multiple cases simultaneously.

Responsibilities

• Take ownership of complex HNW and UHNW insurance cases from submission to completion.
• Manage new business applications, underwriting requirements, documentation and policy issuance.
• Act as primary contact between clients, advisers, insurers, underwriters and stakeholders.
• Proactively manage outstanding requirements to keep cases moving.
• Handle complex cases involving large sums and sophisticated client circumstances.
• Provide guidance on case requirements, documents and insurer processes.
• Build strong relationships with insurance partners and internal teams.
• Support junior case management colleagues as needed.
• Maintain high standards of accuracy, service quality and regulatory compliance.

Skills

HNW life insurance

Case management

Stakeholder management

Underwriting processes

Job description

High-Net-Worth Insurance | Up to S$126,000 Per Annum

An exciting opportunity has opened for an experienced HNW Case Management professional to join an established and growing private wealth insurance business.

This is a senior position for someone who understands the complexities behind large and sophisticated HNW insurance cases and is confident managing the entire journey from application through underwriting to policy issuance.

What You'll Be Doing

• Take ownership of complex HNW and UHNW insurance cases from submission through to completion.
• Manage new business applications, underwriting requirements, documentation and policy issuance.
• Act as a key point of contact between clients, advisers, insurers, underwriters and other stakeholders.
• Proactively manage outstanding requirements and ensure cases progress efficiently.
• Handle complex cases involving substantial sums assured and more sophisticated client circumstances.
• Provide guidance and technical support on case requirements, documentation and insurer processes.
• Build strong working relationships with insurance partners and internal stakeholders.
• Support and guide junior case management colleagues where required.
• Maintain high standards of accuracy, service quality and regulatory compliance.

What We're Looking For

• Strong experience within HNW life insurance, case management, new business or a closely related function.
• Good understanding of life insurance application and underwriting processes.
• Comfortable managing complex HNW cases and multiple stakeholders.
• Strong knowledge of documentation, compliance and operational requirements surrounding HNW insurance.
• Excellent communication and relationship-management skills.
• Highly organised, meticulous and able to manage multiple cases simultaneously.
• Experience within an HNW brokerage, financial advisory, private wealth or insurer environment would be advantageous.

Why Consider This Role?

Attractive remuneration of up to S$126,000 per annum

Senior-level opportunity with exposure to sophisticated HNW and UHNW cases

Work closely with experienced advisers, insurers and private wealth professionals

Exposure to an established HNW insurance platform and client base

Opportunity to take greater ownership and play a key role within the case management function

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).

e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to Quesscorp Singapore’s PDPA and e2i’s PDPA.