HNW Case Manager

CSGROUP PTE. LTD.

Singapore, Singapore
Not specified (potentially hybrid or onsite based on industry standards).
Manage complex hnw client cases
Ensure regulatory compliance kyc aml
Coordinate wealth structuring and estate planning
CSGROUP PTE. LTD. is seeking a detail-oriented High Net Worth (HNW) Case Manager to provide exceptional service to affluent clients, managing complex cases that involve financial and legal matters. The role requires strong coordination skills and experience in wealth management or private banking

Job Summary

  • The role involves serving as the primary point of contact for High Net Worth clients to ensure a seamless and personalized experience.
  • Candidates will manage end-to-end case handling including onboarding, documentation, execution, and follow-ups for affluent individuals.
  • The position requires ensuring all client activities comply with strict regulatory policies such as KYC, AML, and due diligence.

Matching Summary

Match Score: 85

CSGROUP PTE. LTD. is seeking a detail-oriented High Net Worth (HNW) Case Manager to provide exceptional service to affluent clients, managing complex cases that involve financial and legal matters. The role requires strong coordination skills and experience in wealth management or private banking.

Skills & Requirements

Must-have

  • Manage complex HNW client cases
  • Ensure regulatory compliance KYC AML
  • Coordinate wealth structuring and estate planning

Nice-to-have

  • Anticipate client needs proactively
  • Deliver white-glove service experience
  • Support relationship manager deepening relationships

Key Requirements

  • Bachelor's degree in Finance, Business, Law or related field
  • 3-8+ years experience in private banking or wealth management
  • Familiarity with FATCA/CRS regulatory requirements
  • Insurance-related certifications like FLMI or CMFAS preferred

Work Rights

Not specified

Tailored Resume

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