Wealth & Estate Planning Advisor (HNW Clients)

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

Job summary

Placement Professionals is seeking an Estate Planning Consultant for their international insurance brokerage client in Singapore. The role focuses on building relationships with Private Bankers, uncovering opportunities among high-net-worth clients, and presenting customised estate planning and life insurance solutions.

The ideal candidate has a bachelor’s degree and 5+ years in financial services, with life insurance or estate planning experience preferred.

Qualifications

• Bachelor’s degree or equivalent required.
• 5+ years of relevant experience within financial services.
• Experience in life insurance, estate planning or the HNW/Private Wealth space preferred.

Responsibilities

• Develop and maintain strong professional relationships with Private Bankers and referral partners.
• Collaborate with bankers to uncover opportunities among HNW clients.
• Meet with clients to present customised estate planning and life insurance solutions.
• Manage, track and follow up on potential client opportunities.
• Work alongside Private Bankers through training sessions and ongoing collaboration.
• Ensure bankers remain informed about relevant solutions and concepts for their clients.

Skills

Strong communication

Analytical skills

Problem-solving

Commercially driven

Proactive

Results-oriented

Mature

Education

Bachelor’s degree

Job description

Placement Professionals is seeking an Estate Planning Consultant for their international insurance brokerage client in Singapore. The role focuses on building relationships with Private Bankers, uncovering opportunities among high-net-worth clients, and presenting customised estate planning and life insurance solutions.

The ideal candidate has a bachelor’s degree and 5+ years in financial services, with life insurance or estate planning experience preferred.