Case Manager - Wealth Planning &Insurance

Case Manager (Wealth Advisory / Insurance)

Singapore

About the Role

An established international wealth advisory firm is seeking a Case Manager to support its consultants in delivering bespoke wealth planning and insurance-based solutions for high-net-worth (HNW) clients.

This is an excellent opportunity to gain exposure to complex, cross-border cases and work closely with experienced advisors and global partners.

Key Responsibilities

1. Manage the end-to-end lifecycle of client cases , from onboarding through to policy issuance
2. Support consultants in preparing client proposals and documentation
3. Coordinate with insurance providers and external partners to facilitate case execution
4. Ensure timely submission and follow-up of applications, underwriting requirements, and policy processing
5. Maintain accurate records and manage case tracking across multiple stakeholders
6. Ensure compliance with internal policies and regulatory requirements

Requirements

1. 2–5 years of experience in:
2. Insurance operations / case management
3. Wealth management or financial advisory support
4. Strong understanding of life insurance processes and documentation
5. High attention to detail and strong organisational skills
6. Ability to manage multiple cases and deadlines in a fast-paced environment
7. Strong communication and coordination skills

Preferred:

1. Exposure to high-net-worth (HNW) clients
2. Experience handling cross-border or complex cases
3. Familiarity with wealth planning or estate structuring concepts

What’s on Offer

1. Exposure to high-value, sophisticated client cases
2. Opportunity to work in a specialised and growing segment of wealth advisory
3. Collaborative, international working environment
4. Competitive remuneration and career progression opportunities

Apply

If you are interested in exploring this opportunity, please submit your CV for a confidential discussion.