HNW Wealth Advisor & Custom Insurance Planner

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks a financial advisory professional to deliver customised insurance and wealth planning solutions to high-net-worth clients through strategic partnerships with private banks, family offices, and asset management partners.

You will build strong client and partner relationships, assess financial goals, and present tailored proposals while ensuring compliance with MAS guidelines and regulatory requirements.

Qualifications

• Minimum 2–3 years of relevant sales experience within financial services, insurance, legal, or similar professional environments.
• CMFAS certifications including M5, M9, M9A, and HI.
• Strong interpersonal, communication, and relationship management skills.

Responsibilities

• Provide financial advisory support to potential clients through referrals and collaborations with private banks, family offices, and external asset management partners.
• Develop and nurture strong relationships with clients and partners by understanding their financial goals and providing suitable advisory recommendations.
• Offer wealth planning and life insurance solutions tailored to the needs of high-net-worth and ultra-high-net-worth individuals.
• Perform detailed financial reviews to assess client requirements and recommend suitable products and strategies.
• Create and present professional financial planning and insurance solution proposals to clients and business partners.
• Support existing clients and partners by responding efficiently to general, operational, and technical enquiries.
• Keep updated on market developments, industry practices, and regulatory requirements to maintain compliance with MAS guidelines.
• Take part in training sessions, industry seminars, marketing activities, and partner relationship initiatives.
• Work closely with internal stakeholders to ensure smooth implementation of financial strategies and deliver excellent client experiences.

Skills

Sales experience

Interpersonal skills

Communication

Relationship management

Education

CMFAS M5/M9/M9A/HI

Job description

PLACEMENT PROFESSIONALS in Singapore seeks a financial advisory professional to deliver customised insurance and wealth planning solutions to high-net-worth clients through strategic partnerships with private banks, family offices, and asset management partners.

You will build strong client and partner relationships, assess financial goals, and present tailored proposals while ensuring compliance with MAS guidelines and regulatory requirements.