Our client is a leading international life insurance brokerage specialising in tailored insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
They are seeking an experienced and commercially driven professional to deliver bespoke life insurance solutions to HNW clients.
Key Responsibilities
- Develop and maintain strong relationships with referral partners across assigned markets.
- Identify and cultivate new business opportunities through established referral networks and strategic partnerships.
- Engage prospective HNW clients to understand their financial objectives and recommend suitable wealth planning and wealth structuring solutions.
- Present tailored insurance propositions, including wealth preservation and legacy planning concepts.
- Participate in networking events, marketing initiatives and business development activities.
- Ensure all advisory and business development activities comply with internal policies and regulatory requirements.
Requirements
- Bachelor's degree with minimally 8 years of relevant experience in financial services.
- Prior experience in financial advisory, wealth management or the HNW insurance segment.
- Strong relationship-building, business development, and client engagement capabilities.
- Excellent communication, presentation, analytical and problem-solving skills.
- Strong commitment to building a long-term career in life insurance and wealth advisory.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
