Case Manager

Role Overview

This Case Manager position involves supporting consultants in the delivery of customized wealth planning and insurance solutions tailored for high-net-worth (HNW) individuals and families who possess substantial financial assets and intricate wealth requirements. The role suits candidates with experience in insurance operations or case management looking to gain exposure to complex client cases and cross-border advisory projects.

Key Responsibilities

• Oversee the complete lifecycle of client cases, from onboarding through to policy issuance.
• Assist consultants by preparing client proposals and necessary documentation.
• Liaise with insurance providers and external partners to ensure smooth case execution.
• Guarantee timely submission and follow-up on applications, underwriting documentation, and policy processing.
• Maintain accurate and up-to-date records while coordinating case tracking among multiple stakeholders.
• Comply with internal compliance guidelines and regulatory standards.

Requirements

• Possess 2 to 5 years of experience in insurance operations, case management, wealth management support, or financial advisory assistance.
• Strong grasp of life insurance workflows and documentation requirements.
• Keen attention to detail paired with excellent organizational abilities.
• Capability to handle multiple cases and adhere to deadlines within a dynamic environment.
• Effective communication and coordination proficiencies.
• Desirable qualifications include exposure to HNW clients, experience managing cross-border or complex cases, and familiarity with wealth planning or estate structuring concepts.

About the Organisation

This prominent financial services firm specializes in wealth planning, wealth transfer, legacy planning, and liquidity management for high-net-worth clientele. They address complex client needs through insurance-based advisory solutions in partnership with financial institutions.