Insurance Specialist, high net worth clients

PERENNIAL HR PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading wealth solutions platform is seeking a Sales Director in Singapore to expand its high net worth advisory business across Southeast Asia. The role requires a seasoned Insurance Specialist to cultivate client relationships and deliver bespoke solutions while ensuring compliance and high service standards.

Qualifications

• 10+ years of experience in sales or relationship management.
• Degree educated and holds a valid MAS license.
• Fluency in English and Mandarin; strong at managing client relationships.

Responsibilities

• Engage with clients to foster sustainable relationships.
• Build a pipeline of new client introductions through business development.
• Advise on insurance and liquidity planning, offering tailored solutions.

Skills

Communication

Interpersonal Skills

Sales Management

Relationship Management

Client Advisory

Education

Bachelor's Degree

Job description

Our client is a leading wealth solutions platform providing bespoke services in Trust, Insurance, and Family Governance to ultra-high-net-worth individuals, families, and institutions. With a pioneering approach and a strong presence in Asia, the firm is expanding its Singapore team with the addition of Sales Director to drive growth across Southeast Asia.

This newly created role presents an exciting opportunity for a seasoned, and motivated Insurance Specialist to join a fast-growing team in Singapore with a strategic mandate to grow the high net worth advisory business across Southeast Asia.

This position is ideal for someone who excels in cultivating deep, long-term relationships and providing solutions that create real value for clients. You will play a pivotal role in building new business channels while delivering professional advice with integrity and insight.

Key Responsibilities:

• Actively engage with clients and partners to foster strong, sustainable referral relationships.
• Build a balanced pipeline of new client introductions through ongoing business development.
• Advise clients on insurance and liquidity planning, offering well-structured, bespoke solutions.
• Ensure timely submission of documentation and maintain full adherence to internal controls and regulatory requirements.
• Provide regular reviews and servicing to existing policyholders to strengthen client retention.
• Collaborate with colleagues in meetings, client servicing, and case preparation.

Requirements:

The successful candidate will be degree educated with a valid MAS license. You should have 10+ years of experience in a sales or relationship management role, preferably within insurance, private banking, or wealth advisory. The role demands strong communication and interpersonal skills to build trust and deliver tailored solutions to high-net-worth clients. You must be proactive, self-disciplined, and able to manage multiple priorities under tight timelines while maintaining high service standards. Fluency in English and Mandarin is essential to serve a regional client base.

EA No 23S1936