High Net Worth Insurance Specialist

PhillipCapital; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

PhillipCapital seeks an experienced sales professional to lead our High Net Worth (HNW) insurance business. You will curate bespoke HNW life insurance solutions, empower advisers and partners through training, and execute multi‑channel strategies to grow HNW sales.

Responsibilities include onboarding specialized products, monitoring market trends, developing new opportunities, and ensuring MAS compliance while collaborating with internal teams and distribution partners.

Qualifications

• Degree in any discipline.
• Minimum 2 years of experience in life insurance sales, preferably in HNW insurance sales.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Curate HNW Insurance Solutions tailored for affluent clients and onboard specialized products.
• Drive business growth by identifying new opportunities and collaborating with internal and external partners.
• Conduct training sessions for advisers and partners to enhance product knowledge and sales effectiveness.

Skills

Communication

Presentation

Interpersonal skills

Independent & collaborative work

Coding awareness (basic)

Education

Degree in any discipline

Tools

Basic coding

AI adoption

RPA

Job description

We are seeking an experienced and dynamic sales professional to drive our High Net Worth (HNW) insurance business. This role focuses on curating bespoke HNW insurance solutions, empowering our advisers and external partners through training, and implementing strategies to grow HNW insurance sales across multiple channels.

Responsibilities

Curate HNW Insurance Solutions

• Research, analyze, and onboard specialized HNW life insurance products tailored for affluent clients.
• Stay ahead of market trends and competitor offerings to ensure a best-in-class product suite.

Drive Business Growth

• Identify and develop new business opportunities within the HNW segment.
• Collaborate with internal teams and external partners to execute targeted marketing and sales strategies.

Training & Enablement

• Conduct regular and ad-hoc engagement sessions for advisers and partners to enhance product knowledge and sales effectiveness.
• Develop training materials and best practices for HNW insurance advisory.

Relationship Management and Client Servicing

• Build and maintain strong relationships with key stakeholders, including financial advisers, distribution partners, insurers and end clients.
• Provide prompt and effective support to sales channels and end clients.

Compliance & Governance

• Ensure all activities comply with MAS regulations and internal policies.

Requirements

• Degree in any discipline
• Minimum 2 years of experience in life insurance sales, preferably in HNW insurance sales
• Strong understanding of HNW client needs and bespoke insurance solutions
• Excellent communication, presentation, and interpersonal skills
• Motivated, proactive, and able to work independently and collaboratively
• Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous.