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HNW Life Insurance Broker (Director) HNW Insurance & Wealth Solutions

HNW Life Insurance Broker (Director) HNW Insurance & Wealth Solutions

ethos beathchapman
8-10 Years
Not Disclosed
  • Posted 17 days ago
  • Be among the first 10 applicants

Job Description

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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