HNW Insurance & Wealth Advisor – North Asia

Placement Professionals, LLC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Placement Professionals, LLC invites an experienced HNW Insurance Broker consultant to support growth in North Asia, focusing on Taiwan, Hong Kong, and China. You will develop new business opportunities and manage client relationships across private banks, family offices, and external asset managers.

This role requires strong emotional intelligence, portfolio management experience, and CMFAS certification. You will stay current with regulatory changes and collaborate with internal teams to

Qualifications

• Strong emotional intelligence and clear, precise communication.
• Experience in managing client portfolios and wealth advisory.
• CMFAS certification or equivalent is required; North Asia market familiarity is a plus.

Responsibilities

• Develop new business opportunities and manage client relationships in North Asia.
• Provide tailored financial and life insurance strategies for high-net-worth clients.
• Collaborate with private banks, family offices, and asset managers.
• Draft and present detailed financial proposals and maintain active accounts.
• Stay updated on monetary authority rules and regulatory changes.
• Support promotional campaigns with distribution partners to grow business.

Skills

Emotional intelligence

Articulation

Portfolio management

Education

CMFAS Certification (M5, M9, M9A, HI)

Job description

Placement Professionals, LLC invites an experienced HNW Insurance Broker consultant to support growth in North Asia, focusing on Taiwan, Hong Kong, and China. You will develop new business opportunities and manage client relationships across private banks, family offices, and external asset managers.

This role requires strong emotional intelligence, portfolio management experience, and CMFAS certification. You will stay current with regulatory changes and collaborate with internal teams to