Estate Planning Consultant (Insurance Broker)

Roles & Responsibilities

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.

Tell employers what skills you have

Follow Up Clients
Licensing
Team Handling
Brokerage
Relationships With Banks
banking clients
Financial Planning
Wealth Accumulation
Banking Experience
Mediation
VCS
Employee Engagement Activities
General Insurance
Estate Planning
Health Insurance
Management