VP, Wealth Specialist

Singlife; Singapore; Sur place; SGD 120 000 - 180 000; Plein temps

Résumé du poste

Singlife is seeking a Wealth Specialist to provide tailored wealth and insurance solutions to high-net-worth clients, supporting succession planning and bridging financial planning with risk management. You will work with Product, Underwriting, and Business Development to deliver holistic solutions that meet client needs while driving growth.

Reporting into the wealth management team, you will develop client relationships, perform needs analyses, and ensure compliance with MAS regulations.

Qualifications

• 5–8 years of experience in wealth management, insurance advisory, or private banking with HNW clients.
• Strong understanding of insurance products and legacy planning.
• MAS regulatory knowledge and strict compliance expectations.

Responsabilités

• Develop and maintain relationships with high-net-worth clients, understanding objectives and risk appetite.
• Conduct needs analysis to propose customized insurance and wealth planning solutions.
• Support succession planning conversations, wealth structuring, and protection strategies.
• Collaborate with Product, Underwriting, Actuarial to craft innovative insurance and wealth solutions.
• Ensure proposals comply with regulatory requirements and governance standards.
• Identify and develop new HNW opportunities onshore and offshore to drive revenue growth.
• Build and maintain relationships with brokers, introducers, and strategic partners.
• Support client education initiatives and contribute to new product launches.
• Maintain accurate documentation and record-keeping of client engagements.

Connaissances

Client relationship management

Communication

Interpersonal skills

Presentation skills

Formation

Bachelor’s degree in Finance or related field

CFP/ChFC/RFP or advanced insurance qualifications

Description du poste

Singlife is a leadinghomegrown financial services company, offering consumers a better way tofinancial freedom. Through innovative, technology-enabled solutions and a widerange of products and services, Singlife provides consumers control over theirfinancial wellbeing at every stage of their lives.

In addition to acomprehensive suite of insurance plans, employee benefits, partnerships withfinancial adviser channels and bancassurance, Singlife offers investment andadvisory solutions through its GROW with Singlife platform. It also offers theSinglife Account, a mobile-first insurance savings plan.

Singlife is the exclusiveinsurance provider for the Ministry of Defence, Ministry of Home Affairs andPublic Officers Group Insurance Scheme. Singlife is also an official signatoryof the United Nations Principles for Sustainable Insurance and the UnitedNations-supported Principles for Responsible Investment, affirming itscommitment to finding a better way to sustainability.

The merger of AvivaSingapore and Singlife was announced in September 2020 and created one of thelargest homegrown financial services companies in Singapore in a deal valued atS$3.2 billion. It was the largest insurance deal in Singapore at the time. Singlifewas subsequently acquired by Sumitomo Life in March 2024, one of Japan’sleading life insurers, which valued Singlife at S$4.6 billion, making thetransaction one of the largest insurance deals in Southeast Asia.

Key Appointments

The Wealth Specialist isresponsible for providing tailored wealth and insurance solutions tohigh-net-worth clients. Supporting succession planning conversations, this rolebridges complex financial planning, risk management, and insurance products tohelp clients achieve their personal and legacy goals. The Wealth Specialistworks closely with the Product, Underwriting, and Business Development teams todeliver holistic solutions that meet client needs while driving businessgrowth.

Key Responsibilities

Client Advisory &Relationship Management

• Develop andmaintain strong relationships with HNW clients, understanding their financialobjectives, risk appetite, and legacy planning needs.
• Conductcomprehensive needs analysis and financial assessments to propose customizedinsurance and wealth planning solutions.
• Supportsuccession planning conversations e.g. wealth structuring, succession planning,and protection strategies.

Solution Design &Product Expertise

• Collaborate withinternal teams (Product, Underwriting, Actuarial) to craft innovative insuranceand wealth solutions.
• Maintain in-depthknowledge of the company’s product offerings and market trends to provideinformed recommendations.
• Ensure allproposals comply with regulatory requirements and internal governancestandards.

Business Development& Cross-Selling

• Identify anddevelop new HNW business opportunities both onshore and offshore to driverevenue growth.
• Build andmaintain strong relationships with brokers, introducers, and strategicpartners.
• Support thegrowth of the HNW portfolio through proactive client engagement, referrals, andstrategic outreach.
• Contribute to newproduct launches and client education initiatives.

Compliance & RiskManagement

• Adhere to MASregulatory requirements and internal compliance protocols in all clientinteractions and sales activities.
• Ensure accuratedocumentation, reporting, and record-keeping of all client engagements.

Key Requirements

• Bachelor’s degreein Finance, Economics, Insurance, or related fields.
• Relevantprofessional certifications such as CFP, ChFC, RFP, or advanced insurancequalifications preferred.
• 5-8 years ofexperience in wealth management, insurance advisory, or private banking withHNW clients.
• Strongunderstanding of insurance products (Indexed Universal Life, Indexed Income,USD denominated Par), legacy and estate planning solutions.
• Excellentcommunication, interpersonal, and presentation skills.
• High integrityand a client-centric approach.