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 - 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...