Senior Wealth Advisor—HNW & Legacy Planning

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

Job summary

Singlife seeks a Wealth Specialist to deliver tailored wealth and insurance solutions to high-net-worth clients. The role bridges complex financial planning, risk management, and insurance products, collaborating with Product, Underwriting, and Business Development teams.

You will manage client advisory, cross-sell opportunities, and risk management while ensuring regulatory compliance and governance standards are met.

Qualifications

• 8+ years of wealth management or private banking with high-net-worth clients.
• Bachelor's degree in Finance, Economics, Insurance, or related fields; CPWA or advanced qualifications preferred.
• Strong communication and client-facing skills; MAS/regulatory awareness.

Responsibilities

• Provide tailored wealth and insurance solutions to high-net-worth clients.
• Collaborate with Product, Underwriting, and Business Development teams to deliver holistic wealth solutions.
• Maintain strong relationships with brokers, introducers, and strategic partners to drive revenue growth.

Skills

Wealth management

Insurance advisory

Private banking

Communication skills

Client relationship management

Education

Bachelor's degree in Finance, Economics, Insurance, or related fields

Job description

Singlife seeks a Wealth Specialist to deliver tailored wealth and insurance solutions to high-net-worth clients. The role bridges complex financial planning, risk management, and insurance products, collaborating with Product, Underwriting, and Business Development teams.

You will manage client advisory, cross-sell opportunities, and risk management while ensuring regulatory compliance and governance standards are met.