Insurance Specialist, HNW clients

Our client is a respected name in the financial services

sector, offering tailored advisory services to high-net-worth

individuals across the region. As part of their expansion, they are

looking for an experienced and driven professional to join their

advisory team in Singapore, focusing on insurance and liquidity

planning.

This position is ideal for someone who

excels in cultivating deep, long-term relationships and providing

solutions that create real value for clients. You will play a

pivotal role in building new business channels while delivering

professional advice with integrity and

insight.

Key

Responsibilities :

Actively engage with clients and partners to foster

strong, sustainable referral relationships.

Build a balanced pipeline of new client introductions

through ongoing business development.

Advise

clients on insurance and liquidity planning, offering

well-structured, compliant solutions.

Meet

agreed annual revenue targets through high-quality advisory

engagements.

Ensure timely submission of

documentation and maintain full adherence to internal controls and

regulatory requirements.

Provide regular

reviews and servicing to existing policyholders to strengthen

client retention.

Collaborate with colleagues

in meetings, client servicing, and case

preparation.

Requirements : The

successful candidate will be degree educated with a valid MAS

licence. You should have 10+ years of experience in a sales or

relationship management role, preferably within insurance, private

banking, or wealth advisory. The role demands strong communication

and interpersonal skills to build trust and deliver tailored

solutions to high-net-worth clients. You must be proactive,

self-disciplined, and able to manage multiple priorities under

tight timelines while maintaining high service standards. Fluency

in English and Mandarin is essential to serve a regional client

base.

EA No 23S1936