Wealth Planner, Singapore HNW Insurance & Wealth Solutions

About the role
The client is seeking experienced Wealth Manager to drive growth within the High-Net-Worth (HNW) intermediary channel. You will be responsible for developing and managing strategic relationships with internal distribution partners to grow new business and market share.
 
This role requires a strong understanding of HNW insurance solutions, relationship management, and business development within the life insurance industry.
 
Key Accountabilities

• Engage and prospect new offshore clients referred by internal distribution partners.
• Identify new business opportunities and expand the firm's presence within the affluent client segment.
• Conduct detailed FNA with clients and curate personalised recommendations & solutions. 
• Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
• Consistently update clients on the latest market trends and information regarding their portfolio
• Ensure all business activities comply with regulatory and internal governance requirements.

 
Key Skills and Requirements

• Minimum Degree required 
• Minimum 5 years of wealth management experience
• Strong sales track record 
• Strong understanding of life insurance, wealth planning, estate planning, and HNW client needs.
• Strong stakeholder management, presentation, and relationship-building skills.
• Ability to work effectively across multiple internal and external stakeholders.

 
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112