[Job ID: 1625153]
Job Summary:
An opportunity to provide tailored insurance and financial planning advisory to high-net-worth clients through strategic partnerships.
Responsibilities
- Provide financial advisory services to prospective clients through referrals and partnerships with private banks, family offices, and external asset managers.
- Build and maintain strong relationships with clients and partners to understand financial objectives and deliver suitable advisory solutions.
- Advise high-net-worth and ultra-high-net-worth clients on life insurance and holistic financial planning solutions.
- Conduct comprehensive financial assessments to identify client needs and recommend appropriate products and strategies.
- Prepare and deliver professional presentations on financial planning and insurance solutions to clients and partners.
- Service existing clients and partners by addressing general, ad-hoc, and technical enquiries in a timely manner.
- Stay updated on industry developments and regulatory changes to ensure full compliance with MAS requirements.
- Participate in training programmes, seminars, marketing initiatives, and partner engagement activities.
- Collaborate closely with internal teams to ensure effective execution of financial plans and high levels of client satisfaction.
Requirements
- Minimum 2-3 years of relevant sales experience within financial services, insurance, legal, or similar professional environments.
- CMFAS certifications including M5, M9, M9A, and HI.
- Strong interpersonal, communication, and relationship management skills.
- Experience within an insurance brokerage environment is an added advantage.
- Foundational knowledge of the High-Net-Worth (HNW) or Wealth Management sectors is an added advantage.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771
