High Net Worth Case Manager

about the company. A leading high-net-worth private wealth management firm specializing in bespoke life insurance and succession solutions for global clients. about the job. Join a premier wealth management platform to oversee end-to-end case execution and deliver seamless administrative support for high-net-worth insurance solutions. • Manage end-to-end case administration from initial quotation through to policy issuance and ongoing post-inception service. • Coordinate directly with private banks, trustees, insurance partners, and clients to ensure smooth onboarding and operational workflows. • Organize medical examinations, accompany clients when required, and manage sensitive client documentation with precision. • Maintain accurate case status reports, tracking pending applications and active policies for management and banking partners. • Ensure total documentation accuracy and strict compliance with internal policies and financial regulatory standards. skills and experience required. • Minimum 3 years of life insurance or case management experience within wealth management, private banking, or insurance brokerages. • Tertiary qualification, ideally supported by professional insurance industry certifications. • Strong organizational abilities with a proven track record of managing complex client cases efficiently. • Exceptional communication skills with the ability to liaise effectively across internal teams and external stakeholders. • High proficiency in Microsoft Office applications and a strong detail-oriented mindset. Please click on the 'apply' button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 / R26163708)