Senior Private Wealth Advisor - HNW & Succession Planning

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

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.