HNW Insurance Growth & Solutions Lead

Phillip Securities Pte Ltd; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

Phillip Securities Pte Ltd is seeking an experienced sales professional to drive HNW insurance across channels. You will curate bespoke HNW solutions, train advisers and partners, and implement growth strategies while ensuring MAS compliance.

You will engage internal and external stakeholders to expand opportunities, maintain relationships, and deliver high-quality client servicing in Singapore. Strong communication and collaboration are essential for success.

Qualifications

• Degree in any discipline.
• Minimum 2 years of life insurance sales experience (preferably in HNW).
• CMFAS certifications (Modules 5, 9, 9A & Health Insurance).
• Strong understanding of HNW client needs and bespoke solutions.
• Excellent communication, presentation, and interpersonal skills.
• Motivated, proactive, and able to work independently and collaboratively.
• Knowledge of basic coding, AI adoption, and/or RPA is advantageous.

Responsibilities

• Curate bespoke HNW insurance solutions and onboard related products.
• Drive business growth by identifying opportunities and collaborating with partners.
• Conduct regular training for advisers and partners to enhance product knowledge.
• Manage relationships with financial advisers, distribution partners, insurers and clients; provide timely servicing.

Skills

Communication skills

Presentation skills

Interpersonal skills

Independent yet collaborative

HNW client understanding

Education

Bachelor’s degree (any discipline)

Tools

Coding basics

AI adoption

RPA familiarity

Job description

Phillip Securities Pte Ltd is seeking an experienced sales professional to drive HNW insurance across channels. You will curate bespoke HNW solutions, train advisers and partners, and implement growth strategies while ensuring MAS compliance.

You will engage internal and external stakeholders to expand opportunities, maintain relationships, and deliver high-quality client servicing in Singapore. Strong communication and collaboration are essential for success.