Senior HNW Wealth Advisory & Legacy Planning Lead

FNDR HEADHUNTING PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

This senior HNW Specialist role focuses on delivering bespoke wealth advisory services to High-Net-Worth clients in a corporate Private Wealth Advisory team. The successful candidate leads complex wealth planning, succession discussions, and legacy strategies while aligning with regulatory requirements and client objectives.

Reporting to the Head of Private Wealth Advisory, the role emphasizes thought leadership, cross-functional collaboration, and building strong strategic relationships with

Qualifications

• Degree in Banking, Finance, or a related field.
• Minimum 10 years of experience as a licensed adviser with front-line experience in High-Net-Worth insurance sales.
• Strong knowledge of life insurance solutions for High-Net-Worth clients.
• Relevant legal, tax, trust, and wealth planning qualifications and experience.
• Excellent communication and presentation skills.

Responsibilities

• Provide specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles.
• Cultivate and maintain strong, trust-based relationships with High-Net-Worth clients and their families.
• Build the High-Net-Worth business and establish strong referral relationships internally and with strategic partners.
• Drive High-Net-Worth and Ultra-High-Net-Worth sales growth as a leader and influencer, contributing to overall business development.
• 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.

Skills

Relationship management

Sales leadership

Wealth planning

Communication skills

Regulatory compliance

Education

Degree in Banking/Finance

Job description

This senior HNW Specialist role focuses on delivering bespoke wealth advisory services to High-Net-Worth clients in a corporate Private Wealth Advisory team. The successful candidate leads complex wealth planning, succession discussions, and legacy strategies while aligning with regulatory requirements and client objectives.

Reporting to the Head of Private Wealth Advisory, the role emphasizes thought leadership, cross-functional collaboration, and building strong strategic relationships with