Business Development & Strategic Partnerships, Director – HNW insurance and wealth solutions

About the job
The client is a HNW life insurance brokerage firm. The role will focus on developing strategic referral partnerships across the private wealth ecosystem and generating new business opportunities through professional intermediaries.
*This is not a sales role*
 
Key Responsibilities

• Develop and manage referral partnerships with private banks, family offices, trust companies, law firms, accounting firms and other professional intermediaries.
• Generate HNW/UHNW business opportunities through strategic partnerships and referral channels.
• Identify client wealth planning needs and facilitate appropriate solutions through professional partners.
• Build and maintain strong relationships across the private wealth ecosystem.
• Represent the business at industry events, networking forums and client seminars.
• Support the growth and development of a newly established business platform.

Requirements

• Minimally 6 years of relevant experience within business development, private banking, wealth management, trust/fiduciary services, insurance, family office or professional services.
• Good understanding of trust structures, estate planning, succession planning and wealth preservation.
• Strong communication, networking and stakeholder management skills.
• Entrepreneurial, self-driven and comfortable working within a growing business.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112