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🥝 HNW Case Manager

Gravitas Recruitment Group (Global) Ltd | singapore, Singapore | Posted June 23, 2026

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.
What You'll Bring
  • A Bachelor's degree or equivalent, with 3–4 years of relevant experience in banking or insurance.
  • Proficiency in Microsoft Office. ...

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