Posted 2d ago
HNW Life Insurance Broker (Director) — HNW Insurance & Wealth Solutions
KEY POINTS WE FOUND
- Deliver bespoke life insurance solutions to High-Net-Worth clients.
- Develop and maintain strong relationships with referral partners.
- Engage prospective clients to understand their financial objectives.
About the Role
Our client is a leading international life insurance brokerage specialising in tailored insurance and wealth planning solutions for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
They are seeking an experienced and commercially driven professional to deliver bespoke life insurance solutions to HNW clients.
Key Responsibilities
- Develop and maintain strong relationships with referral partners across assigned markets.
- Identify and cultivate new business opportunities through established referral networks and strategic partnerships.
- Engage prospective HNW clients to understand their financial objectives and recommend suitable wealth planning and wealth structuring solutions.
- Present tailored insurance propositions, including wealth preservation and legacy planning concepts.
- Participate in networking events, marketing initiatives and business development activities.
- Ensure all advisory and business development activities comply with internal policies and regulatory requirements.
Requirements
- A bachelor's degree and at least 8 years of relevant experience in financial services.
- Prior experience in financial advisory, wealth management or the HNW insurance segment.
- Strong relationship-building, business development, and client engagement capabilities.
- Excellent communication, presentation, analytical and problem-solving skills.
- Strong commitment to building a long-term career in life insurance and wealth advisory.
CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
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Skills
0 of 14 matchedAnalytical skillsBusiness developmentClient engagementFinancial servicesInsurance solutionsLong-term career commitmentMarketingNetworkingPresentation skillsProblem solvingRegulatory complianceRelationship buildingStrategic planningWealth structuring
Ethos BeathChapman