The role will focus on developing strategic referral partnerships across the private wealth ecosystem and generating new business opportunities through professional intermediaries.
*This is not a sales role*
Key Responsibilities
- Develop and manage referral partnerships with private banks, family offices, trust companies, law firms, accounting firms and other professional intermediaries.
- Generate HNW/UHNW business opportunities through strategic partnerships and referral channels.
- Identify client wealth planning needs and facilitate appropriate solutions through professional partners.
- Build and maintain strong relationships across the private wealth ecosystem.
- Represent the business at industry events, networking forums and client seminars.
- Support the growth and development of a newly established business platform.
Requirements
- Minimally 6 years of relevant experience within business development, private banking, wealth management, trust/fiduciary services, insurance, family office or professional services.
- Strong network of professional intermediaries and referral partners.
- Good understanding of trust structures, estate planning, succession planning and wealth preservation.
- Proven ability to originate business and develop strategic relationships.
- Strong communication, networking and stakeholder management skills.
- Entrepreneurial, self-driven and comfortable working within a growing business.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
