Job Description
About 1291 Group 1291 Group provides tailored life insurance and wealth protection solutions, helping high-net-worth families and their professional advisers safeguard legacies across generations. Founded in Zurich in 2000 and named after the historic founding of the Swiss Confederation, we embody independence, protection, and adherence to the rule of law. Licensed in over 35 jurisdictions with offices in more than 10 locations worldwide, our team of over 100 specialists brings global expertise with local insight. We partner closely with families and their trusted advisers (tax lawyers, trustees, private bankers, external asset managers, wealth planners, and accountants) – never managing assets ourselves, but providing seamless, compliant insurance-based structures that integrate with existing plans. The Role We are seeking a Case Manager for our Singapore office to manage the full operational workflow of life insurance cases, with a strong focus on HNW and PPLI business. The role covers application setup, case processing, and policy servicing, ensuring accurate documentation, timely progression, and full regulatory and internal compliance. Key Responsibilities Support Sales Partners in providing tailored insurance-based solutions to high-net-worth (HNW) clients. Manage end-to-end life insurance case administration, ensuring efficient execution of applications, including close liaison with insurance carriers and international business partners. Act as the key operational point of contact throughout the application process, guiding stakeholders on required documentation, timelines, and next steps. Prepare product illustrations, comparisons, and supporting materials for client presentations. Review application forms and supporting documentation (including KYC/AML information and financial evidence) for completeness and accuracy, maintaining up-to-date records in CRM and workflow tools. Arrange medical examinations and coordinate underwriting requirements with insurers
