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HNW Case Manager
Gravitas Recruitment Group (Global) Ltd
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singapore, Singapore
Location
singapore
Posted
June 23, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
- Support the sales team in achieving business objectives through active execution.
- Liaise with insurers to submit and manage policy applications.
- Maintain accurate documentation and records throughout the application process.
- Develop strong working knowledge of insurance products, services, and bank credit procedures.
- Manage end-to-end administrative tasks including coordinating medical examinations, preparing insurance forms and policy packages, and processing client reimbursements.
- Handle enquiries from both internal stakeholders and external clients professionally.
- Commit to ongoing professional development through internal and external training programmes.
- Contribute to the continuous improvement of internal processes.
- A Bachelor's degree or equivalent, with 3β4 years of relevant experience in banking or insurance.
- Proficiency in Microsoft Office. ...