Case Manager

4 hours ago

Singapore Quess Selection & Services Full time

Director - Head of Permanent Recruitment Are you detail-oriented, client-focused, and passionate about delivering seamless client experiences within the wealth and insurance advisory space? We are looking for a Case Manager (New Business) to join a leading international financial advisory firm that partners with high-net-worth individuals and families on sophisticated wealth, legacy, and liquidity planning solutions. As part of a high-performance team, you’ll play a vital role in supporting consultants and advisors to bring complex client cases from initial engagement to policy completion — coordinating across clients, bankers, underwriters, and internal stakeholders to ensure every case is managed with precision and care. Responsibilities Oversee a portfolio of new business cases from initiation to policy issuance Track timelines, identify bottlenecks, and ensure smooth case progression Maintain dashboards and provide regular updates to consultants and management Documentation & Compliance Review and validate client documentation (KYC, identity, financial, medical, etc.)Ensure all submissions meet internal and insurer compliance requirements Liaise with compliance, underwriting, and insurers for clarifications or approvals Medical & Underwriting Coordination Arrange and coordinate medical appointments, follow up on underwriting queries Manage client communication and ensure timely submission of additional requirements Collaborate closely with consultants, clients, bankers, and insurers Prepare client materials, attend meetings where needed, and ensure smooth information flow Case Closure & Policy Delivery Work towards completion of all assigned cases Oversee policy delivery, administrative follow-ups, and support post-issuance servicing Reporting & Process Enhancement Produce case management and conversion reports Identify areas for process improvement and support implementation of new workflows Requirements Bachelor’s Degree in any discipline 3–5 years of experience in insurance, broking, or financial services operations Prior exposure to high-net-worth or private banking clients is an advantage Strong relationship management, communication, and coordination skills Highly organized, meticulous, and proactive, with the ability to handle multiple priorities Proficient in data tracking, CRM systems, and Excel dashboards Interested candidates may submit your resume in Word format to Only shortlisted candidates will be notified. Quess Selection & Services EA Licence Number: 23C2060R e2i is the Employment and Employability Institute in partnership with Quesscorp Singapore. By applying for this role, you consent to Quesscorp Singapore’s PDPA and e2i’s PDPA. #J-18808-Ljbffr

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