Case Manager

About the Company

Global private wealth solutions firm prioritizing high-net-worth clientele.

About the Job

• Provide comprehensive administrative and operational backup to the sales advisory team.

• Collaborate with advisors and banking partners to coordinate medical appointments, compile necessary paperwork, and collect required financial and KYC records.

• Step in for advisors to interface directly with clients during medical check-ups or scheduled discussions.

• Maintain active communication with financial institutions and clients to manage schedules, track application statuses, and ensure policy distribution.

• Oversee the direct submission of client application files to various insurance providers.

• Monitor case pipelines and keep advisors informed while ensuring sales data is accurately reflected in internal databases.

• Audit client portfolios to guarantee full alignment with both internal regulatory standards and provider compliance mandates.

• Take ownership of assigned cases from intake through finalization, including direct negotiations and follow-ups with insurance underwriters.

• Partner with customer service teams to facilitate the timely delivery and completion of annual policy reviews.

• Maintain daily liaison with internal illustration and inforce policy departments to manage new and active accounts.

• Draft customized PowerPoint presentations and product comparison metrics ahead of client consultations.

Skills and Requirements

• Proven experience in sales support or client coordination roles, preferably within wealth management or insurance sectors.

• Excellent interpersonal and client-facing communication skills for direct stakeholder management.

• High attention to detail regarding documentation accuracy, compliance, and KYC protocols.

• Strong organizational skills to manage multiple pipelines, track case statuses, and meet strict deadlines.

• Proficiency in creating client presentations and analyzing product comparisons.

To apply online please use the 'apply' function.(EA: 94C3609/ R24124496)