Wealth Planning Sales Director - HNW Asia

KAIROS GLOBAL SEARCH PTE. LTD.; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

Our Client in Singapore seeks a Sales Director (Wealth Planning) to lead high-net-worth client relationships through referrals from private banks, family offices, trust companies, and strategic partners. The role focuses on liquidity planning, wealth transfer, and cross-border structures with emphasis on Greater China and North Asian clients.

You will develop and maintain a balanced referral portfolio, meet revenue targets, and ensure MAS compliance while supporting Mandarin-language client

Qualifications

• Bachelor's degree or above in Finance, Business or related discipline.
• Proven experience serving Greater China or North Asian HNW clients, including offshore or cross-border business.
• Able to prepare documents for Mandarin-speaking clients.
• Strong relationship-building, communication and presentation skills.

Responsibilities

• Build and maintain strong referral relationships with clients and partners, including private banks, family offices and trust companies.
• Develop new client relationships with focus on Greater China and North Asian HNW clients.
• Provide professional advice on liquidity planning, wealth transfer and insurance needs, including cross-border structures.
• Meet the annual net revenue target or amount agreed at the annual review.
• Comply with MAS regulatory requirements and internal policies.
• Submit new business documents promptly and accurately.
• Support colleagues in client meetings, medicals and presentations, including Mandarin-language sessions.

Skills

Relationship building

Communication

Presentation

Mandarin

Education

Bachelor's degree in Finance/Business

Job description

Our Client in Singapore seeks a Sales Director (Wealth Planning) to lead high-net-worth client relationships through referrals from private banks, family offices, trust companies, and strategic partners. The role focuses on liquidity planning, wealth transfer, and cross-border structures with emphasis on Greater China and North Asian clients.

You will develop and maintain a balanced referral portfolio, meet revenue targets, and ensure MAS compliance while supporting Mandarin-language client