Director, HNW Life Insurance & Wealth Solutions

BEATHCHAPMAN (PTE. LTD.); Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

BeathChapman Pte Ltd in Singapore is seeking an experienced life insurance and wealth advisory professional to serve High-Net-Worth clients. You will develop relationships with referral partners, identify opportunities, and present bespoke wealth planning and life insurance propositions tailored to client objectives.

You will engage in wealth structuring, legacy planning concepts, and attend networking events to grow the business while ensuring regulatory compliance.

Qualifications

• Bachelor's degree with at least 8 years of relevant experience in financial services.
• 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.

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.

Skills

Relationship building

Business development

Client engagement

Communication

Presentation

Analytical

Education

Bachelor's degree

Job description

BeathChapman Pte Ltd in Singapore is seeking an experienced life insurance and wealth advisory professional to serve High-Net-Worth clients. You will develop relationships with referral partners, identify opportunities, and present bespoke wealth planning and life insurance propositions tailored to client objectives.

You will engage in wealth structuring, legacy planning concepts, and attend networking events to grow the business while ensuring regulatory compliance.