Senior Private Wealth & Insurance Advisor

Howden Private Wealth

Singapore

On-site

SGD 180,000 - 240,000

Full time

7 days ago

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Job summary

Howden Private Wealth is seeking an experienced financial professional to deepen relationships with referral sources and present planning concepts and life insurance products to UHNW clients worldwide. The role involves meeting clients, cultivating prospects, and ensuring compliant follow-up across all client interactions.

The ideal candidate holds a Bachelor's degree with 8–12 years in the financial industry, with knowledge in life insurance and HNW segments.

Qualifications

Bachelor's degree from a reputable university.
8–12 years of relevant experience in the financial industry.
Experience and knowledge in life insurance and/or HNW space preferred.
Strong analytical and problem-solving skills with excellent communication; driven and ambitious in delivering results.
Self-motivated and mature with a strong drive for excellence and long-term career development.

Responsibilities

Develop relationships with referral sources within the EPC's assigned territories.
Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company's planning and life insurance products.
Meet with clients where appropriate pursuant to solicitation guidelines and client availability.
Present the Company's planning concepts and life insurance products to prospects.
Track, manage and follow up on prospective client situations including follow-up planning, meetings, and correspondence.