Wealth Planner (VP/SVP), Singapore — HNW Insurance & Wealth Solutions
- Drive growth within the High-Net-Worth (HNW) intermediary channel.
- Develop and manage strategic relationships with internal distribution partners.
- Conduct detailed financial needs analysis and curate personalised recommendations.
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
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Skills
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