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)
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