HNW Insurance Specialist (Private Banking)

Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions. Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we co create bespoke strategies and provide high quality advice to support our clients long term wealth objectives.

You will serve as a senior trusted advisor to Great Eastern's Private High Net Worth (HNW) clients. You will lead complex wealth planning and succession conversations and deliver bespoke portfolio solutions and sophisticated legacy strategies aligned with clients needs, wealth planning objectives, risk profiles, and regulatory requirements. In this role, you will provide thought leadership by translating market insights and product expertise into high impact advisory solutions across client personal family and business protection portfolio.

We are seeking experienced, values driven professionals with strong technical expertise and the ambition to make a meaningful impact in the HNW wealth advisory space. This role reports to the Head of GEFA Private Wealth Advisory.

• Providing specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles.
• Cultivating and maintaining strong, trust-based relationships with HNW clients and their families.
• Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners.
• Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
• Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
• Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions.
• Monitor and report on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations.
• Degree in Banking, Finance, or related field. CMFAS Modules 5, 9, and 9A are an advantage.
• 10 years+ as a licensed adviser with front line experience and performance record in HNW insurance sales.
• Strong knowledge of life insurance solutions for HNW clients.
• Possess relevant legal, tax, trust and wealth planning qualifications and experience
• Excellent communications and presentation skills. Fluency in Asian languages will be a plus.

How You Succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Who We Are

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of AA- by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

To All Recruitment Agencies

Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.

Work Locations

SG-GE Centre

Job

Premier Wealth