HNW Wealth Advisory Consultant (Insurance Brokerage)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

An opportunity to deliver customised insurance and financial planning advisory solutions to high-net-worth clients through established strategic partnerships.

Responsibilities

• Provide financial advisory support to potential clients through referrals and collaborations with private banks, family offices, and external asset management partners.
• Develop and nurture strong relationships with clients and partners by understanding their financial goals and providing suitable advisory recommendations.
• Offer wealth planning and life insurance solutions tailored to the needs of high-net-worth and ultra-high-net-worth individuals.
• Perform detailed financial reviews to assess client requirements and recommend suitable products and strategies.
• Create and present professional financial planning and insurance solution proposals to clients and business partners.
• Support existing clients and partners by responding efficiently to general, operational, and technical enquiries.
• Keep updated on market developments, industry practices, and regulatory requirements to maintain compliance with MAS guidelines.
• Take part in training sessions, industry seminars, marketing activities, and partner relationship initiatives.
• Work closely with internal stakeholders to ensure smooth implementation of financial strategies and deliver excellent client experiences.

Requirements

• Minimum 2–3 years of relevant sales experience within financial services, insurance, legal, or similar professional environments.
• CMFAS certifications including M5, M9, M9A, and HI.
• Strong interpersonal, communication, and relationship management skills.
• Experience within an insurance brokerage environment is an added advantage.
• Foundational knowledge of the High-Net-Worth (HNW) or Wealth Management sectors is an added advantage.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.