Client Servicing Case Manager (High Net Worth) BLM

• Sales Support Assistance – Provide administrative and operational support to Consultants in managing client cases.
• Client Coordination – Arrange medical bookings, prepare documentation, and attend client meetings or medical examinations when required.
• Documentation & Compliance – Collect financial/KYC documents, ensure completeness, and submit applications to insurers in line with compliance standards.
• Stakeholder Liaison – Coordinate with Bankers, clients, and insurers for meetings, applications, policy delivery, and case follow‑ups.
• Case & Pipeline Management – Track Consultant pipelines, update systems, and drive cases to completion through negotiation and insurer engagement.

Interested candidates, please email your resume to:

Attention: Lynn Mak Ling Ling (CEI No. R )

Recruit Express Pte Ltd (EA No. 99C4599)

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