VP, Wealth Specialist

Singlife; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

Singlife in Singapore is seeking a Wealth Specialist to provide tailored wealth and insurance solutions to high-net-worth clients, bridging financial planning, risk management, and estate strategies.

You will work with Product, Underwriting, and Business Development to deliver holistic solutions while ensuring regulatory compliance and strong client relationships.

Qualifications

• 5-8 years of experience in wealth management or private banking with HNW clients.
• Bachelor’s degree in Finance, Economics, Insurance, or related fields.
• Professional certifications such as CFP, ChFC, or RFP preferred.
• Strong communication, interpersonal, and presentation skills.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Conduct needs analyses and propose customized wealth and insurance solutions.
• Collaborate with Product, Underwriting, and Actuarial teams to craft holistic offerings.
• Ensure all proposals comply with MAS regulations and internal governance.

Skills

Wealth management

Client advisory

Relationship management

Financial planning

Communication skills

Presentation skills

Integrity

Education

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

CFP

ChFC

RFP

Job description

Singlife is a leading homegrown financial services company, offering consumers a better way to financial freedom. Through innovative, technology-enabled solutions and a wide range of products and services, Singlife provides consumers control over their financial wellbeing at every stage of their lives.

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

Singlife is the exclusive insurance provider for the Ministry of Defence, Ministry of Home Affairs and Public Officers Group Insurance Scheme. Singlife is also an official signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment, affirming its commitment to finding a better way to sustainability.

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

Key Appointments

The Wealth Specialist is responsible for providing tailored wealth and insurance solutions to high-net‑worth clients. Supporting succession planning conversations, this role bridges complex financial planning, risk management, and insurance products to help clients achieve their personal and legacy goals. The Wealth Specialist works closely with the Product, Underwriting, and Business Development teams to deliver holistic solutions that meet client needs while driving business growth.

Key Responsibilities

Client Advisory & Relationship Management

• Develop and maintain strong relationships with HNW clients, understanding their financial objectives, risk appetite, and legacy planning needs.
• Conduct comprehensive needs analysis and financial assessments to propose customized insurance and wealth planning solutions.
• Support succession planning conversations e.g. wealth structuring, succession planning, and protection strategies.

Solution Design & Product Expertise

• Collaborate with internal teams (Product, Underwriting, Actuarial) to craft innovative insurance and wealth solutions.
• Maintain in-depth knowledge of the company’s product offerings and market trends to provide informed recommendations.
• Ensure all proposals comply with regulatory requirements and internal governance standards.

Business Development & Cross‑Selling

• Identify and develop new HNW business opportunities both onshore and offshore to drive revenue growth.
• Build and maintain strong relationships with brokers, introducers, and strategic partners.
• Support the growth of the HNW portfolio through proactive client engagement, referrals, and strategic outreach.
• Contribute to new product launches and client education initiatives.

Compliance & Risk Management

• Adhere to MAS regulatory requirements and internal compliance protocols in all client interactions and sales activities.
• Ensure accurate documentation, reporting, and record‑keeping of all client engagements.

Key Requirements

• Bachelor’s degree in Finance, Economics, Insurance, or related fields.
• Relevant professional certifications such as CFP, ChFC, RFP, or advanced insurance qualifications preferred.
• 5-8 years of experience in wealth management, insurance advisory, or private banking with HNW clients.
• Strong understanding of insurance products (Indexed Universal Life, Indexed Income, USD denominated Par), legacy and estate planning solutions.
• Excellent communication, interpersonal, and presentation skills.
• High integrity and a client‑centric approach.