HNW Life Insurance & Wealth Planning Advisor

Ethos BeathChapman; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

BeathChapman Pte Ltd in Singapore seeks an experienced, commercially driven professional to deliver bespoke life insurance solutions to HNW clients. The role focuses on building strong referral networks and engaging high-net-worth individuals to understand financial objectives and offer wealth planning concepts.

The successful candidate will present tailored insurance propositions, contribute to business development initiatives, and ensure compliance with regulatory requirements.

Qualifications

• Bachelor's degree in financial services or related field.
• 8+ years of experience in financial advisory, wealth management or HNW insurance.
• Strong relationship-building and business development capabilities.
• Excellent communication, presentation, analytical and problem-solving skills.

Responsibilities

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

Job description

BeathChapman Pte Ltd in Singapore seeks an experienced, commercially driven professional to deliver bespoke life insurance solutions to HNW clients. The role focuses on building strong referral networks and engaging high-net-worth individuals to understand financial objectives and offer wealth planning concepts.

The successful candidate will present tailored insurance propositions, contribute to business development initiatives, and ensure compliance with regulatory requirements.