Case Manager (HNW)

Are you detail-oriented, client-focused, and passionate about delivering seamless client experiences within the wealth and insurance advisory space We are looking for a Case Manager (New Business) to join a leading international financial advisory firm that partners with high-net-worth individuals and families on sophisticated wealth, legacy, and liquidity planning solutions.

As part of a high-performance team, you'll play a vital role in supporting consultants and advisors to bring complex client cases from initial engagement to policy completion coordinating across clients, bankers, underwriters, and internal stakeholders to ensure every case is managed with precision and care.

Key Responsibilities

Case & Pipeline Management

• Oversee a portfolio of new business cases from initiation to policy issuance
• Track timelines, identify bottlenecks, and ensure smooth case progression
• Maintain dashboards and provide regular updates to consultants and management

Documentation & Compliance

• Review and validate client documentation (KYC, identity, financial, medical, etc.)
• Ensure all submissions meet internal and insurer compliance requirements
• Liaise with compliance, underwriting, and insurers for clarifications or approvals

Medical & Underwriting Coordination

• Arrange and coordinate medical appointments, follow up on underwriting queries
• Manage client communication and ensure timely submission of additional requirements

Stakeholder Liaison

• Collaborate closely with consultants, clients, bankers, and insurers
• Prepare client materials, attend meetings where needed, and ensure smooth information flow

Case Closure & Policy Delivery

• Work towards completion of all assigned cases
• Oversee policy delivery, administrative follow-ups, and support post-issuance servicing

Reporting & Process Enhancement

• Produce case management and conversion reports
• Identify areas for process improvement and support implementation of new workflows

Requirements

• Bachelor's Degree in any discipline
• 35 years of experience in insurance, broking, or financial services operations
• Prior exposure to high-net-worth or private banking clients is an advantage
• Strong relationship management, communication, and coordination skills
• Highly organized, meticulous, and proactive, with the ability to handle multiple priorities
• Proficient in data tracking, CRM systems, and Excel dashboards

Interested candidates you may submit your resume in word format to [Confidential Information]. Do note that only shortlisted candidates will be notified

Jeremy Tang ZhiHao

Quess Selection & Services

EA Licence Number: 23C2060

R1325165

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.