Job Description
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.
Key Responsibilities
Case & Pipeline Management
- Oversee a portfolio of new business cases from initiation to policy issuance
- Track timelines, identify bottlenecks, and ensure smooth case progression...
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