HNW Case Manager - Insurance/Wealth Planning

Location: 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 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 executionEnsure timely submission and follow‑up of applications, underwriting requirements, and policy processing
• Maintain accurate records and manage case tracking across multiple stakeholders
• Ensure compliance with internal policies and regulatory requ...