HNW Case Manager
Core
Support the delivery of high-quality outcomes by planning, prioritizing, and completing tasks in compliance with policies and regulatory requirements.
Role type
HNW Case Manager
Builds
Day-to-day case activities aligned with team objectives and service levels
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
organizational skills, written and verbal communication, IT proficiency, attention to detail, problem-solving
Preferred skills
ability to work independently and as part of a team, proactive approach
Responsibilities
Deliver day-to-day activities in line with team objectives, plan and organize workload, maintain accurate records and reports, communicate progress and risks, support process improvement, ensure adherence to health and safety and data protection requirements, collaborate to resolve queries