Estate Planning Consultant (Insurance Broker)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

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.