About the Company
An established financial services organization is looking to strengthen its High Net Worth (HNW) Case Management team with the addition of an experienced senior professional. This role will play a key part in supporting front-office Relationship Managers by overseeing complex insurance case management activities while also mentoring and guiding an existing team.
About the Role
The ideal candidate will bring strong technical knowledge across HNW insurance solutions, excellent stakeholder management skills, and prior experience leading or coaching a team within a fast-paced client servicing environment.
Responsibilities
- Lead and oversee the day-to-day operations of the HNW Case Management function.
- Provide guidance, mentorship, and supervisory support to a team of Case Managers to ensure high service standards and operational excellence.
- Partner closely with Relationship Managers to support high-net-worth and ultra-high-net-worth client portfolios.
- Manage end-to-end case management processes, including policy implementation, underwriting coordination, documentation follow-up, and post-sales servicing.
- Act as a key escalation point for complex or sensitive client cases and ensure timely resolution.
- Coordinate with insurers, internal stakeholders, and external partners to facilitate smooth execution of insurance transactions.
- Ensure accuracy, compliance, and timely turnaround across all case management activities.
- Review and streamline existing workflows and operational processes to improve efficiency and client experience.
- Support onboarding and training initiatives for junior team members and contribute to building a strong team culture.
- Maintain strong knowledge of market practices, insurance products, and regulatory requirements relevant to HNW clients.
Qualifications
- Minimum 10 years of relevant experience within insurance operations, HNW servicing, case management, private banking support, or wealth advisory support functions.
Required Skills
- Strong understanding of High Net Worth insurance products and policy administration processes.
- Prior experience managing, mentoring, or leading a small team would be highly preferred.
- Ability to work closely with front-office stakeholders and manage senior-level relationships professionally.
- Strong organizational and problem-solving skills with the ability to manage multiple cases simultaneously.
- Meticulous, client-focused, and able to operate effectively in a fast-paced environment.
- Excellent communication and stakeholder management skills.
- Familiarity with regulatory and compliance requirements within the financial services or insurance industry is advantageous.
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.
