Manager - Case Management

Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions. Responsible for day-to-day case management and operations of High Net Worth (HNW), new business and policy servicing, across multiple distribution channels. Focusing on operational execution, service quality, and process adherence while supporting initiatives to improve efficiency and client experience, you will work closely with the HNW Centre of Excellence (CoE) team and report to the Head of HNW and Centre of Excellence Management.

• Manage and support HNW new business and policy servicing to ensure timely, accurate, and compliant operations
• Ensure adherence to SOPs, underwriting standards, and regulatory requirements
• Monitor service performance (TAT, quality) and drive continuous process improvements
• Support team capability through guidance, coaching, and on-the-job training
• Identify and address operational gaps to enhance efficiency and client experience
• Work collaboratively across all functions, acting as a cross-functional bridge to resolve operational issues
• Participate in process reviews and implement operational and system enhancements
• Support CoE initiatives, projects, and digitalisation efforts for HNW operations
• Ensure compliance with internal policies, MAS regulations, and governance standards, including audit support
• Undertake additional responsibilities as assigned by leadership
• Middle office or HNW operations experience in the end-to-end HNW business process (pre-sales to post servicing) is preferred
• Minimum 5-8 years of relevant working experience in the insurance industry, preferably within the HNW or Affluent segments
• Experience in operations, underwriting support, or policy servicing within life insurance environment
• Strong business acumen and problem-solving aptitude
• Self-motivated, proactive, and demonstrates initiative and ownership
• Meticulous, detail-oriented, and able to manage multiple priorities effectively
• Strong interpersonal and communication skills
• Strong project and time management skills with attention to detail
• Proficient in Microsoft Office Applications (Excel, Powerpoint & Word)
• Proficiency in both English and Chinese language
  
  

How You Succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.
  
  

Who We Are

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of AA- by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

To All Recruitment Agencies

Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.

Work Locations

SG-GE Centre

Job

Premier Wealth