HNW Insurance Specialist (Private Banking)

Great Eastern; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading financial services firm in Singapore seeks a Private Wealth Advisor to serve high net worth clients by providing specialized advice on wealth planning and insurance. The ideal candidate will have over 10 years of experience in HNW insurance sales, strong knowledge of life insurance solutions, and excellent communication skills. Responsibilities include building client relationships, driving sales growth, and ensuring compliance with policies. This is an opportunity to impact HNW wealth advisory significantly.

Qualifications

• 10+ years as a licensed adviser with front line experience in HNW insurance sales.
• Possess relevant legal, tax, trust and wealth planning qualifications.
• Strong performance record in HNW insurance sales.

Responsibilities

• Providing specialised advice on insurance products and wealth planning.
• Cultivating and maintaining trust-based relationships with HNW clients.
• Driving HNW & UHNW sales growth.
• Monitoring and reporting on insurance activities.

Skills

Strong technical expertise

Excellent communications skills

Knowledge of life insurance solutions

Fluency in Asian languages

Education

Degree in Banking, Finance, or related field

CMFAS Modules 5, 9, and 9A

Job description

As a Private Wealth Advisor, you will serve as a senior trusted advisor to Great Eastern’s Private High Net Worth (HNW) clients. You will lead complex wealth planning and succession conversations and deliver bespoke portfolio solutions and sophisticated legacy strategies aligned with clients’ needs, wealth planning objectives, risk profiles, and regulatory requirements. In this role, you will provide thought leadership by translating market insights and product expertise into high impact advisory solutions across client personal family and business protection portfolio.

We are seeking experienced, values driven professionals with strong technical expertise and the ambition to make a meaningful impact in the HNW wealth advisory space. This role reports to the Head of GEFA Private Wealth Advisory.

Responsibilities and Qualifications

• Providing specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles.
• Cultivating and maintaining strong, trust‑based relationships with HNW clients and their families.
• Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners.
• Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
• Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
• Conduct and organise training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions.
• Monitor and report on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations.
• Degree in Banking, Finance, or related field. CMFAS Modules 5, 9, and 9A are an advantage.
• 10+ years as a licensed adviser with front line experience and performance record in HNW insurance sales.
• Strong knowledge of life insurance solutions for HNW clients.
• Possess relevant legal, tax, trust and wealth planning qualifications and experience.
• Excellent communications and presentation skills. Fluency in Asian languages will be a plus.

How You Succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/risks to safeguard our company proactively.

Work Locations

SG-GE Centre