Vice President – Private Wealth Advisor

The Great Eastern Life Assurance Company Limited; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A leading life insurance firm is seeking a Vice President - Private Wealth Advisor in Singapore. The role involves developing and managing relationships with high-net-worth clients, delivering tailored insurance and legacy planning solutions. Candidates should have over 10 years of experience in HNW insurance sales, relevant qualifications, and strong communication skills. This position offers the opportunity to influence sales growth within a dedicated team and engage closely with clients throughout the insurance process.

Qualifications

• 10+ years as a licensed adviser with a strong performance record in HNW insurance sales.
• Strong legal, tax, trust, and wealth planning qualifications are advantageous.
• Fluency in Asian languages is a plus.

Responsibilities

• Develop and manage relationships with HNW, UHNW, and corporate clients.
• Provide specialized advice on insurance products and wealth planning.
• Monitor and report on insurance activities to ensure compliance.
• Drive HNW & UHNW sales growth as a leader and influencer.
• Support clients and strategic partners throughout the insurance process.
• Conduct and organize training sessions and client events.
• Monitor and report on insurance activities.

Skills

HNW insurance sales experience

Wealth planning knowledge

Excellent communication skills

Education

Degree in Banking, Finance, or related field

CMFAS Modules 5, 9, and 9A

Job description

The Vice President - Private Wealth Advisor is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored insurance & legacy planning solutions.

• Providing specialized 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 organize 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.