Elite HNW Wealth & Insurance Advisor

Placement Professionals, LLC; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

Placement Professionals, LLC seeks an experienced financial advisor to deliver customised insurance and wealth planning solutions to high-net-worth clients through established partnerships.

You will support referrals from private banks, family offices, and external asset managers, build relationships, and tailor advisory recommendations to client goals. MAS guidelines compliance and ongoing training are essential for success.

Qualifications

• Strong interpersonal and communication abilities.
• Proven relationship management with clients and partners.
• Experience in selling financial advisory and insurance solutions.

Responsibilities

• Provide financial advisory support to potential clients through referrals and collaborations with private banks, family offices, and external asset management partners.
• Develop and nurture strong relationships with clients and partners by understanding their financial goals and providing suitable advisory recommendations.
• Offer wealth planning and life insurance solutions tailored to the needs of high-net-worth and ultra-high-net-worth individuals.
• Perform detailed financial reviews to assess client requirements and recommend suitable products and strategies.
• Create and present professional financial planning and insurance solution proposals to clients and business partners.
• Support existing clients and partners by responding efficiently to general, operational, and technical enquiries.
• Keep updated on market developments, industry practices, and regulatory requirements to maintain compliance with MAS guidelines.
• Take part in training sessions, industry seminars, marketing activities, and partner relationship initiatives.
• Work closely with internal stakeholders to ensure smooth implementation of financial strategies and deliver excellent client experiences.

Skills

Interpersonal skills

Communication

Relationship management

Education

CMFAS M5, M9, M9A, HI

Job description

Placement Professionals, LLC seeks an experienced financial advisor to deliver customised insurance and wealth planning solutions to high-net-worth clients through established partnerships.

You will support referrals from private banks, family offices, and external asset managers, build relationships, and tailor advisory recommendations to client goals. MAS guidelines compliance and ongoing training are essential for success.