HNW Wealth & Insurance Planner — Growth

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

Job summary

BeathChapman Pte Ltd in Singapore seeks an experienced Wealth Manager to drive growth in the HNW intermediary channel. This role focuses on strategic relationships with internal partners to grow new business and market share in life insurance solutions.

The ideal candidate has a minimum Diploma and at least 3 years in wealth management, with a strong sales record and expertise in life insurance, wealth planning and estate planning for HNW clients.

Qualifications

• Minimum diploma required.
• Minimum 3 years of wealth management experience.
• Strong sales track record.
• Strong understanding of life insurance and HNW client needs.

Responsibilities

• Engage offshore clients referred by internal distribution partners.
• Identify new business opportunities and expand presence within affluent clients.
• Conduct detailed FNA with clients and curate personalised recommendations.
• Drive awareness of wealth preservation, legacy planning and protection solutions.
• Update clients on market trends and portfolio information.
• Ensure all activities comply with regulatory and internal governance requirements.

Skills

Wealth management

Relationship management

Business development

Sales performance

Stakeholder management

Education

Diploma

Job description

BeathChapman Pte Ltd in Singapore seeks an experienced Wealth Manager to drive growth in the HNW intermediary channel. This role focuses on strategic relationships with internal partners to grow new business and market share in life insurance solutions.

The ideal candidate has a minimum Diploma and at least 3 years in wealth management, with a strong sales record and expertise in life insurance, wealth planning and estate planning for HNW clients.