Insurance Broker, High-Net-Worth Insurance & Wealth Solutions
Ethos Beath Chapman Idibu ·www.ethosbc.com
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About the role
Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are seeking a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions that support wealth preservation, legacy planning, and succession needs.
In this client-facing role, you will work closely with referral partners to identify opportunities, provide expert insurance advice, and manage the end-to-end client journey. This is an excellent opportunity for a commercially driven professional looking to build a successful career within the HNW insurance and wealth advisory space.
Key Responsibilities
Skills and Requirements
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Our client is a leading international life insurance brokerage specialising in bespoke insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. They are seeking a relationship-driven Insurance Specialist to partner with private bankers and wealth advisers in delivering tailored life insurance solutions that support wealth preservation, legacy planning, and succession needs.
In this client-facing role, you will work closely with referral partners to identify opportunities, provide expert insurance advice, and manage the end-to-end client journey. This is an excellent opportunity for a commercially driven professional looking to build a successful career within the HNW insurance and wealth advisory space.
Key Responsibilities
- Provide tailored life insurance solutions based on clients' financial goals and protection needs.
- Partner with Private Bankers & Relationship Managers to identify and develop insurance opportunities.
- Participate in joint client meetings and proactively follow up on referrals and leads.
- Build strong relationships with internal stakeholders to drive collaboration and business growth.
- Ensure all sales activities comply with internal policies, regulatory requirements, and compliance standards.
Skills and Requirements
- Bachelor's degree with 5 years of experience in insurance, bancassurance, wealth management, or financial services.
- Prior experience in life insurance sales or bancassurance is highly preferred.
- Strong sales, relationship management, and communication skills.
- Self-motivated, results-driven, and able to work independently while collaborating effectively with stakeholders.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Frequently asked questions
Who is hiring for the Insurance Broker, High-Net-Worth Insurance & Wealth Solutions role?
Ethos Beath Chapman Idibu is hiring for the Insurance Broker, High-Net-Worth Insurance & Wealth Solutions position, a Shazamme client. Apply directly on the employer's career site.
Where is the Insurance Broker, High-Net-Worth Insurance & Wealth Solutions job located?
The Insurance Broker, High-Net-Worth Insurance & Wealth Solutions role with Ethos Beath Chapman Idibu is based in Hong Kong, HK.
Is the Insurance Broker, High-Net-Worth Insurance & Wealth Solutions role full-time or contract?
This is a full time position at Ethos Beath Chapman Idibu.
What experience level is the Insurance Broker, High-Net-Worth Insurance & Wealth Solutions role?
The Insurance Broker, High-Net-Worth Insurance & Wealth Solutions position is aimed at mid-level candidates.
How do I apply for the Insurance Broker, High-Net-Worth Insurance & Wealth Solutions role at Ethos Beath Chapman Idibu?
Apply directly on Ethos Beath Chapman Idibu's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.