CASE MANAGER / SALES & OPERATIONS MANAGER (HNW) - Singapore

ABOUT 1291 GROUP

1291 Group provides tailored life insurance and wealth protection solutions, helping high-net-worth families and their professional advisers safeguard legacies across generations.

Founded in Zurich in 2000 and named after the historic founding of the Swiss Confederation, we embody independence, protection, and adherence to the rule of law. Licensed in over 35 jurisdictions with offices in more than 10 locations worldwide, our team of over 100 specialists brings global expertise with local insight. We partner closely with families and their trusted advisers – tax lawyers, trustees, private bankers, external asset managers, wealth planners, and accountants – never managing assets ourselves, but providing seamless, compliant insurance-based structures that integrate with existing plans.

THE ROLE

We are seeking a Case Manager for our Singpaore office to manage the full operational workflow of life insurance cases, with a strong focus on HNW and PPLI business. The role covers application setup, case processing, and policy servicing, ensuring accurate documentation, timely progression, and full regulatory and internal compliance.

KEY RESPONSIBILITIES

• Support Sales Partners in providing tailored insurance-based solutions and services to high-net-worth (HNW) clients.
• Manage end-to-end life insurance case administration, ensuring efficient execution of applications, including close liaison with insurance carriers and international business partners.
• Act as the key operational point of contact throughout the application process, working closely with stakeholders in managing documentation requirements, timelines, outstanding items and next steps, and escalating issues where appropriate.
• Review application forms and supporting documentation (including KYC/AML information, corporate and trust documents, as well as financial evidence) for completeness and accuracy, maintaining up-to-date records in CRM and workflow tools.
• Prepare Traditional Life product illustrations, comparisons, and supporting materials for client presentations.
• Arrange medical examinations and coordinate underwriting requirements with insurers and third-party providers to support timely case decisions.
• Ensure adherence to applicable regulations and standards, including Singapore insurance and AML/CTF requirements, FATCA/CRS and insurer-specific requirements, maintaining audit-ready files at all times.
• Provide after-sales policy servicing support, including premium processing coordination, policy delivery, and policy endorsements or amendments.
• Provide general support for internal process improvements and ad hoc projects/reports as required.

IDEAL CANDIDATE

• Bachelor's degree in business, finance, insurance, law, or a related discipline.
• 3–7 years of relevant experience in life insurance operations, new business/case management, underwriting support, sales operations, or trust administration/operations, ideally in HNW international life insurance, fiduciary services or Private Wealth Management.
• Solid understanding of life insurance documentation standards, case workflows, and underwriting coordination processes.
• Good knowledge of corporate and trust structures and documentation (e.g. company registers, trust deeds, board resolutions, account opening documents).
• Experience with PPLI or other sophisticated HNW insurance solutions is a strong advantage.
• Experience with client onboarding and KYC/AML compliance checks, with a good understanding of KYC documentation requirements for due diligence clearance.
• Excellent written and spoken English (must). Proficiency in Mandarin is a strong advantage, as the role involves regular liaison with Mandarin-speaking clients and their advisers, as well as business partners across Greater China and the wider Asia region, in support of the team's HNW client base.
• Strong organisational skills, high accuracy, and the ability to manage multiple cases in a fast-paced environment.
• Able to exercise sound judgment, identify gaps or issues proactively, and determine when matters should be escalated.
• Client-centric, proactive, able to work independently and collaboratively across time zones.
• Flexible, resilient, and hands-on, with a willingness to support different operational areas where needed.

WHAT WE OFFER

• A full-time position within a respected, independent global firm committed to protecting our clients wealth.
• The opportunity to help build and shape our growing Singapore office and play a visible role in the development of our business in the region.
• Competitive compensation commensurate with experience.
• You will join a close-knit team of specialists committed to discretion and precision. Your professional growth will be encouraged through meaningful responsibilities and thoughtful guidance as we work alongside high-net-worth families and their professional advisers to protect wealth across generations.

To apply, please submit your CV and a concise cover note explaining your interest in this role to [Confidential Information].

By submitting your application for this role, you consent to the processing of your personal data by 1291 Group in accordance with applicable data protection laws. Information provided by applicants will be kept confidential and will be used exclusively for recruitment purposes. You have the right to access, correct or request the deletion of your personal data at any time.

We value discretion, integrity, and long-term partnerships in all that we do.