Estate Planning Consultant (Insurance Broker)

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR Whatsapp +65 8086 3812 I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D ' Our client, an international insurance broker in Singapore is looking for candidates to join their expanding business as an Estate Planning Consultant. Key Responsibilities: • Develop and maintain strong professional relationships with Private Bankers and key referral partners. • Collaborate with bankers to uncover and develop opportunities among HNW clients. • Meet with clients to present customised estate planning and life insurance solutions. • Manage, track and follow up on potential client opportunities. • Work alongside Private Bankers through training sessions, engagement activities and ongoing collaboration. • Ensure bankers remain informed about relevant solutions and concepts for their clients. The ideal candidate will possess the following: • Bachelor’s degree • 5+ years of relevant experience within financial services • Experience in life insurance, estate planning or the HNW / Private Wealth space is preferred • Strong communication, analytical and problem-solving skills • Commercially driven, proactive and results-oriented • Mature, self-motivated and committed to building a long-term career in the industry By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.