HNW Life Insurance Director | Wealth Planning & Partnerships

BEATHCHAPMAN (PTE. LTD.); Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

BEATHCHAPMAN Pte Ltd in Singapore is recruiting an experienced, commercially driven life insurance advisor to deliver bespoke solutions for High-Net-Worth clients. You will build trusted relationships with referral partners and affluent clients to understand objectives and tailor wealth planning and legacy concepts.

This role requires a bachelor’s degree and 8+ years in financial services, with proven ability in advisory, wealth management or the HNW insurance segment.

Qualifications

• Bachelor's degree in financial services or related field.
• 8+ years in financial advisory, wealth management or HNW insurance.
• Strong communication and relationship-building abilities.

Responsibilities

• Develop and maintain relationships with referral partners across markets.
• Identify and cultivate new business opportunities through networks and partnerships.
• Engage prospective HNW clients to understand objectives and tailor wealth planning and structuring solutions.
• Present tailored insurance propositions including wealth preservation and legacy planning.
• Participate in networking events, marketing initiatives and BD activities.
• Ensure advisory and BD activities comply with internal policies and regulatory requirements.

Skills

Relationship building

Business development

Client engagement

Communication

Education

Bachelor's degree

Job description

BEATHCHAPMAN Pte Ltd in Singapore is recruiting an experienced, commercially driven life insurance advisor to deliver bespoke solutions for High-Net-Worth clients. You will build trusted relationships with referral partners and affluent clients to understand objectives and tailor wealth planning and legacy concepts.

This role requires a bachelor’s degree and 8+ years in financial services, with proven ability in advisory, wealth management or the HNW insurance segment.