HNW Case Manager - Insurance/Wealth Planning

Singapore

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.

• Manage the end-to-end lifecycle of client cases , from onboarding through to policy issuance
• Support consultants in preparing client proposals and documentation
• Coordinate with insurance providers and external partners to facilitate case execution
• Ensure timely submission and follow‑up of applications, underwriting requirements, and policy processing
• Maintain accurate records and manage case tracking across multip...