Wealth Planner, Singapore — HNW Insurance & Wealth Solutions
Ethos Beath Chapman Idibu ·www.ethosbc.com
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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
Key Skills and Requirements
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
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 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 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
Frequently asked questions
Who is hiring for the Wealth Planner, Singapore — HNW Insurance & Wealth Solutions role?
Ethos Beath Chapman Idibu is hiring for the Wealth Planner, Singapore — HNW Insurance & Wealth Solutions position, a Shazamme client. Apply directly on the employer's career site.
Where is the Wealth Planner, Singapore — HNW Insurance & Wealth Solutions job located?
The Wealth Planner, Singapore — HNW Insurance & Wealth Solutions role with Ethos Beath Chapman Idibu is based in Singapore, SG.
What does the Wealth Planner, Singapore — HNW Insurance & Wealth Solutions role pay?
Ethos Beath Chapman Idibu lists the Wealth Planner, Singapore — HNW Insurance & Wealth Solutions role at up to SGD 90,000 per year.
Is the Wealth Planner, Singapore — HNW Insurance & Wealth Solutions role full-time or contract?
This is a full time position at Ethos Beath Chapman Idibu.
What experience level is the Wealth Planner, Singapore — HNW Insurance & Wealth Solutions role?
The Wealth Planner, Singapore — HNW Insurance & Wealth Solutions position is aimed at mid-level candidates.
How do I apply for the Wealth Planner, Singapore — HNW 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.