Head of Family Offices and External Asset Management Sales

About the Company

Our client is a prestigious and well-established global wealth solutions provider. They specialize in delivering sophisticated, insurance-based wealth and succession planning solutions to ultra-high-net-worth (UHNW) clients. With a strong commitment to long-term client centricity, innovation, and cross-border expertise, the company is rapidly expanding its footprint across key Asian financial hubs, including Singapore and Hong Kong.

About the Job

As a key driver of growth in the region, this role is responsible for the development, structuring, and delivery of bespoke insurance-based wealth solutions across Asia. Working closely with UHNW individuals, family offices, and elite intermediaries, you will design cross-border wealth preservation strategies that align with complex investment and governance objectives.

Key Responsibilities:

• Client & Adviser Engagement: Act as a trusted partner to UHNW clients, family offices, lawyers, and key wealth advisers to deliver tailored succession planning solutions.

• Business Development: Identify and originate new business opportunities, build a sustainable pipeline, and meet agreed-upon assets under management (AUM) targets.

• Intermediary Relationships: Build strong partnerships with private banks, External Asset Managers (EAMs), trustees, fiduciaries, and tax advisers.

• Solution Design & Delivery: Coordinate cross-border execution with internal teams and external partners (insurers, custodians, investment managers) while maintaining strict regulatory governance.

• Market Development: Represent the business at premier industry events and distribute thought leadership to elevate the brand's regional presence.

About the Manager / Team

You will join a highly collaborative, sophisticated, and client-centric team of wealth structuring specialists. The team dynamic is professional, commercially focused, and entrepreneurial, providing a supportive environment to execute complex cases. Reporting to a seasoned regional leader in wealth management, you will also leverage the wider global network of the Utmost group, particularly collaborating with top-tier banking and legal partners.

Skills and Experience Required

Experience & Network

• Proven track record working directly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

• Deep experience within private banking, wealth management, or insurance-based solution environments.

• Solid experience operating within the Hong Kong and/or Singapore markets and the broader Asian wealth landscape.

• An established network of existing relationships with private banks, EAMs, family offices, and professional advisers (legal, tax, fiduciary).

Technical Knowledge

• Strong understanding of insurance-based wealth solutions, including variable life and PPLI structures.

• Familiarity with alternative HNW wealth structures, such as Trusts, FICs, and Singapore Family Offices (FOs).

• Solid grasp of investment principles, portfolio-based solutions, and cross-border planning considerations (tax and succession).

• Working knowledge of the relevant regulatory frameworks governing Asian wealth jurisdictions.

Qualifications & Attributes

• Degree in Finance, Business, Economics, or a related discipline.

• Relevant professional qualifications are highly desirable (e.g., CFA, CFP, or equivalent).

• Appropriate regulatory licensing for Hong Kong and/or Singapore is preferred.

• Fluency in Mandarin and English is required to effectively manage and communicate with regional clients and stakeholders.

• Exceptional interpersonal and communication skills, with a disciplined approach to business development and a high level of discretion.

To apply online please use the apply function, alternatively you may contact Josh Goh at 93625173 (EA: 94C3609/ R1104689)

Desired Skills and Experience

insurance, business development, high networth, variable universal life, private placement insurance