Wealth Planner (VP), HNW insurance and wealth solutions

BEATHCHAPMAN (PTE. LTD.); Singapore; Vor Ort; SGD 120.000 - 180.000; Vollzeit

Zusammenfassung

BeathChapman Pte Ltd in Singapore seeks an experienced Wealth Manager to drive growth in the HNW intermediary channel. This role focuses on strategic relationships with internal partners to grow new business and market share in life insurance solutions.

The ideal candidate has a minimum Diploma and at least 3 years in wealth management, with a strong sales record and expertise in life insurance, wealth planning and estate planning for HNW clients.

Qualifikationen

• Minimum diploma required.
• Minimum 3 years of wealth management experience.
• Strong sales track record.
• Strong understanding of life insurance and HNW client needs.

Aufgaben

• Engage offshore clients referred by internal distribution partners.
• Identify new business opportunities and expand presence within affluent clients.
• Conduct detailed FNA with clients and curate personalised recommendations.
• Drive awareness of wealth preservation, legacy planning and protection solutions.
• Update clients on market trends and portfolio information.
• Ensure all activities comply with regulatory and internal governance requirements.

Kenntnisse

Wealth management

Relationship management

Business development

Sales performance

Stakeholder management

Ausbildung

Diploma

Jobbeschreibung

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 Responsibilities

• Engage and prospect new 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.

Requirements

• Minimum Diploma required
• Minimum 3 years of wealth management experience
• Strong sales track record
• 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.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

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