Wealth Planner (VP), HNW insurance and wealth solutions

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 Responsibilities • 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. Requirements • Minimum Diploma required • Minimum 3 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. Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112