Wealth Planner, HNW insurance and wealth solutions

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

Job summary

Ethos BeathChapman is seeking an experienced Wealth Manager to drive growth in the HNW intermediary channel in Singapore. You will develop and manage strategic relationships with internal distribution partners to grow new business and market share within the life insurance space.

The role requires deep knowledge of HNW insurance solutions, relationship management, and business development in the life insurance industry, with a focus on wealth preservation and legacy planning for affluent clients.

Qualifications

• Minimum Degree required.
• Minimum 5 years of wealth management experience.
• Strong understanding of life insurance, wealth planning, estate planning and HNW client needs.
• Strong stakeholder management, presentation, and relationship-building skills.
• Ability to work effectively across multiple internal and external stakeholders.

Responsibilities

• Engage and prospect new onshore and offshore clients referred by internal distribution partners.
• Identify new business opportunities and expand the firm’s presence within the affluent client segment.
• Conduct detailed FNA with clients and curate personalised recommendations & solutions.
• Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
• Consistently update clients on the latest market trends and information regarding their portfolio.
• Ensure all business activities comply with regulatory and internal governance requirements.

Skills

Stakeholder management

Presentation skills

Relationship building

Education

Bachelor's degree

Job description

About the role

The client is seeking experienced Wealth Manager to drive growth within the High-Net-Worth (HNW) intermediary channel. You will be responsible for developing and managing strategic relationships with internal distribution partners to grow new business and market share.

This role requires a strong understanding of HNW insurance solutions, relationship management, and business development within the life insurance industry.

Key Accountabilities

• Engage and prospect new onshore and offshore clients referred by internal distribution partners.
• Identify new business opportunities and expand the firm’s presence within the affluent client segment.
• Conduct detailed FNA with clients and curate personalised recommendations & solutions.
• Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
• Consistently update clients on the latest market trends and information regarding their portfolio
• Ensure all business activities comply with regulatory and internal governance requirements.

Key Skills and Requirements

• Minimum Degree required
• Minimum 5 years of wealth management experience
• Strong understanding of life insurance, wealth planning, estate planning and HNW client needs.
• Strong stakeholder management, presentation, and relationship-building skills.
• Ability to work effectively across multiple internal and external stakeholders.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112