The Case Manager role offers the opportunity to support consultants in delivering bespoke wealth planning and insurance-based solutions for high-net-worth (HNW) clients, referring to individuals and families with significant financial assets and complex wealth needs. This role is ideal for someone with insurance operations or case management experience who wants exposure to complex client cases and cross-border advisory work.
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 multiple stakeholders
Ensure compliance with internal policies and regulatory requirements
Requirements
2 to 5 years of experience in insurance operations, case management, wealth management support, or financial advisory support
Strong understanding of life insurance processes and documentation
High attention to detail and strong organisational skills
Ability to manage multiple cases and deadlines in a fast-paced environment
Strong communication and coordination skills
Preferred Qualifications:
Exposure to high-net-worth clients
Experience handling cross-border or complex cases
Familiarity with wealth planning or estate structuring concepts
About the company
A leading company in the financial services industry, this organisation provides wealth planning, wealth transfer, legacy planning, and liquidity solutions for high-net-worth clients. It supports complex client needs through insurance-based advisory solutions and collaboration with financial partners.
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