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Morgan McKinley

HNW Case Manager Team Lead

8-10 Years
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  • Posted 15 hours ago
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Job Description

Our client, a well-established and growing financial services organisation is seeking an experienced Team Lead, Case Management(HNW) to oversee regional case operations and drive operational excellence across service delivery.

This is an excellent opportunity for a seasoned insurance operations professional with strong leadership capabilities, commercial awareness, and a track record of managing complex stakeholder relationships within a fast-paced environment.

Key Responsibilities:

  • Lead and supervise the Case Management team, ensuring high standards of operational execution and service delivery
  • Oversee day-to-day operational activities including: Pipeline and workflow management, Account oversight, Execution planning, Revenue and financial tracking
  • Support operational planning by preparing, reviewing, and monitoring execution plans against agreed milestones
  • Drive implementation of operational changes in alignment with internal policies, governance frameworks, and business objectives
  • Collaborate closely with external partners including financial institutions, insurers, and service providers to ensure delivery of contractually committed services
  • Monitor operational performance and proactively identify opportunities for process improvement and efficiency gains
  • Ensure full adherence to internal operational standards, regulatory requirements, and applicable legal frameworks
  • Support regional people management initiatives, including recruitment, team development, retention, and performance management
  • Partner with senior internal stakeholders to support strategic business initiatives and operational scalability

Requirements:

  • Minimum 8 years of relevant experience, within the insurance industry, servicing HNW/UHNW.
  • Prior experience in case management, insurance operations, policy administration, or related operational leadership functions
  • Proven ability to lead teams and manage operational delivery within a structured environment
  • Strong analytical and quantitative skills with excellent execution capability
  • Solid project management and process optimisation experience
  • Demonstrated ability to manage senior stakeholders and build strong business partnerships
  • Highly organised, detail-oriented, and resourceful with strong problem-solving skills
  • Collaborative and agile team player, comfortable working across diverse teams and functions
  • Self-driven with the ability to thrive in a dynamic and evolving business environment

If you are interested in this opportunity, please click Apply or email Jacqueline at [Confidential Information] for a confidential discussion.

Only shortlisted candidates will be contacted. If you do not hear from us within 14 days, please consider your application unsuccessful.

Morgan McKinley Pte Ltd

Jacqueline Lee

EA Licence No: 11C5502

Registration No: R21100508

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Job ID: 147572631