Sales Consultant (HNW Wealth Advisory)

Singapore

About the Role

An established international wealth advisory firm is seeking a Sales Consultant to provide bespoke wealth planning and insurance-based solutions to high-net-worth (HNW) clients.

This role focuses on advising clients on wealth transfer, legacy planning, and liquidity strategies, working with a global network of insurers and financial partners.

Key Responsibilities

Business Development & Client Advisory

• Develop and manage relationships with high-net-worth individuals (HNW) and families

• Identify client needs and deliver tailored wealth planning and insurance structuring solutions

• Drive business development through networking, referrals, and client engagement

Solution Structuring

• Design and present customised proposals focused on:

  • Wealth transfer and legacy planning

  • Estate equalisation and liquidity solutions

  • Asset protection strategies

• Work closely with internal specialists to deliver complex, cross-border solutions

Stakeholder Collaboration

• Partner with private banks, insurers, and intermediaries to structure and execute client cases

• Collaborate with internal case managers and support teams to ensure smooth delivery

Pipeline & Performance Management

• Build and manage a strong pipeline of opportunities

• Maintain high levels of client engagement and follow-through

• Achieve individual revenue and business targets

Requirements

Experience

• 3-10 years of experience in:

  • Private banking / wealth management

  • Financial advisory / insurance consulting

  • Relationship management with affluent or HNW clients

Skills & Competencies

• Strong client-facing and relationship-building skills

• Experience advising on financial or wealth-related solutions

• Ability to engage sophisticated clients and manage long sales cycles

• Entrepreneurial mindset with strong drive and resilience

Preferred

• Existing network of HNW / affluent clients

• Experience in life insurance or wealth structuring solutions

• Exposure to cross-border or complex client cases

What's on Offer

• Opportunity to work with high-value, complex HNW cases (fewer, larger transactions)

• Access to a broad, multi-provider platform (not tied to a single institution)

• Strong earning potential with performance-based incentives

• International exposure and collaboration with global offices

Apply

If you are interested in a more entrepreneurial role within a specialised wealth advisory environment, please submit your CV for a confidential discussion.

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