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Open nowPosted 10 days ago

SVP, Legacy Planning & Insurance Specialist

MyCareersFuture94,028 open roles

Pay
SGD 9,000 – SGD 15,000 a month
Where
Central, Singapore
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Your applicationOpen nowSVP, Legacy Planning & Insurance SpecialistMyCareersFuture · Central, Singapore

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Share of postings closed within
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  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 10 days ago

The posting

Otium Asia is a recruitment agency. Our client is looking to hire.

About the role:

  • Develop and maintain strong working relationships with Relationship Managers and internal stakeholders across the region;
  • Partner with Relationship Managers to identify, develop, and qualify prospective clients for legacy planning and life insurance solutions;
  • Participate in client meetings and provide insurance and legacy planning consultancy solutions in accordance with applicable solicitation and compliance guidelines;
  • Present and explain legacy planning concepts, legacy planning strategies, and life insurance solutions tailored to clients’ needs and objectives;
  • Provide proactive product support, case consultation, and technical guidance to Relationship Managers on insurance and legacy planning solutions;
  • Manage and follow up on prospective client cases, including meeting coordination, proposal preparation, correspondence, and maintaining accurate records within internal systems;
  • Work closely with insurers, internal operations teams, and compliance teams to ensure smooth execution of business submissions and ongoing servicing requirements;
  • Ensure all business activities comply with regulatory, compliance, and operational requirements, including internal solicitation guidelines and documentation standards;
  • Support and participate in marketing initiatives, seminars, roadshows, and client engagement activities to promote legacy planning and insurance solutions;
  • Utilise internal CRM and sales management systems effectively while adhering to all compliance, risk management, and governance requirements.

Requirements:

  • Bachelor’s degree in Finance, Business Administration, Economics, Insurance, Wealth Management, or related disciplines;
  • Professional qualifications such as CFP, ChFC, CLU, CFA, or equivalent legacy planning/insurance credentials would be advantageous;
  • Holder of relevant insurance licenses and regulatory qualifications required for conducting insurance brokerage and advisory activities in the respective jurisdiction;
  • Minimum 8–15 years of relevant experience in private banking, wealth management, insurance brokerage, family office advisory, or high-net-worth client advisory;
  • Experience working with Relationship Managers, External Asset Managers (EAMs), private banks, family offices, or affluent / HNW clients would be preferred;
  • Strong understanding of legacy planning, life insurance solutions, trust structures, and cross-border client servicing concepts
  • Working experience with International Insurance Brokerage House(s) will be advantageous.
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