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Open nowPosted 3 days ago

Wealth Planner (VP), HNW insurance and wealth solutions

MyCareersFuture94,028 open roles

Pay
SGD 9,000 – SGD 13,000 a month
Where
Singapore
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Your applicationOpen nowWealth Planner (VP), HNW insurance and wealth solutionsMyCareersFuture · Singapore

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  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 3 days ago

The posting

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 Responsibilities

  • 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.

Requirements

  • Minimum Diploma required
  • Minimum 3 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.

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

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