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