Wealth Planner, HNW insurance and wealth solutions

Company : Ethos Beathchapman

Job Description - Wealth Planner, HNW insurance and wealth solutions

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

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Wealth Planner, HNW insurance and wealth solutions

Job Description - Wealth Planner, HNW insurance and wealth solutions

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