HNW Insurance Sales Director | Trust, Family Office > Wealth Management & Insurance Brokerage

THE HACENS TALENT PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading company in wealth management is seeking a Sales Director in Singapore to expand their clientele in mainland China. The successful candidate will leverage relationships with private bankers to secure referrals and provide tailored insurance and wealth management solutions to HNW clients. This role requires a seasoned professional with a strong track record in sales and relationship management, excellent communication skills, and proficiency in Mandarin.

Qualifications

• 5 years in Banking or Insurance industry - doing sales / wealth planning / relationship management.
• Demonstrated success in generating referrals and meeting sales targets.
• Strong knowledge of financial & insurance products tailored to HNW clients.

Responsibilities

• Establish and cultivate relationships with private bankers.
• Secure referrals from private bankers to HNW individuals.
• Build rapport with HNW clients and manage relationships.

Skills

Communication

Negotiation

Interpersonal Skills

Networking

Job description

Seeking a highly driven Sales Director to join their team in Singapore.

You will play a critical role in expanding their reach in mainland China by offering tailored wealth management & insurance solutions to China's most elite clientele.

This role is designed for an energetic & dynamic individual who excels in building strong relationships with private bankers & other partners & can leverage those connections to gain referrals for HNW clients in mainland China

You will be reporting to the CEO Singapore & the Managing Director Singapore.

This is a Permanent Full-time Individual Contributor role based in Singapore.

YOUR NEW JOB

• Private Banker Relationships: Establish and cultivate strong, trust-based relationships with private bankers at top financial institutions.
• Referral Generation: Secure referrals from private bankers to HNW individuals and families who would benefit from our insurance and financial services offerings.
• Client Relationship Management: Build rapport with HNW clients and manage relationships to provide a seamless experience from introduction through to solution delivery.
• Solution Offering: Assess the financial needs of HNW clients and deliver personalized insurance and wealth management solutions.
• Market Intelligence: Stay updated on the latest trends in the HNW market and financial services to identify new opportunities and adapt strategies.
• Sales Strategy & Execution: Work closely with internal teams to develop sales strategies, track performance, and meet or exceed monthly and annual sales targets.
• Networking: Attend industry events, seminars, and networking functions to build and maintain a network of potential clients and referral sources.
• Targets: Consistently hitting & exceeding net revenue targets
• Compliance: Fulfill full compliance with applicable regulatory requirements & internal compliance policies
• Documentation: Submit all business documentation (especially for new business) timely & accurately

WHAT IS NEEDED FROM YOU

• 5 years in Banking or Insurance industry - doing sales / wealth planning / relationship management
• Ability to independently drive business development & manage a sales pipeline
• Demonstrated success in generating referrals and meeting sales targets.
• Proven experience selling within financial services or insurance industry, with HNW clients
• Track record managing multi-million dollar portfolios
• Strong knowledge of financial & insurance products tailored to HNW clients.
• Sophisticated communication, negotiation, and interpersonal skills
• Excellent proficiency in Mandarin for effective communication & business correspondence with mainland China-based clients & partners

WHAT WILL MAKE YOU STAND OUT

• Current licensed Financial Adviser Representative able to advise on life policies & arrange contracts of life insurance & other Professional certifications (e.g. CFP)
• Established relationships with private bankers, wealth managers, & other financial professionals.
• Knowledge of the Singapore financial services market and HNW needs.
• Strong understanding of financial planning, estate planning, and wealth protection strategies.
• Proficiency in Cantonese for effective internal & external stakeholder communication
• Experience in the Private Banking Industry