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.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Ethos BeathChapman (EBC) is a global, award-winning executive search firm connecting exceptional talent with leading companies. We deliver future-ready solutions through executive search, interim contracting, talent mapping, and market intelligence.
Our expertise spans Technology, Financial Services, Fintech, Legal, Risk, Compliance, Industrial, and Consumer sectors. EBC is part of Will Group, a Tokyo-listed global HR solutions company, with offices in Singapore, Hong Kong, Australia, and the UK.
As part of Will Group Asia Pacific, we are connected to a collective of 10 HR brands operating in over 25 countries. This alliance gives us access to 9,300+ contractors, 540+ employees, and 6,000+ supported clients across 55+ industries. By leveraging Will’s extensive portfolio, innovative HR technology, and data-driven insights, we deliver agile, scalable, and impactful talent solutions. With deep market knowledge and a personalised approach, we help organisations build high-performing teams and individuals grow meaningful careers.
Let’s make exceptional happen, connect with us today.
MOM licence no. 16S8112 | Reg No. R1220502
