The Sales Consultant role offers the opportunity to provide bespoke wealth planning and insurance-based solutions to high-net-worth (HNW) clients, referring to individuals and families with significant financial assets and complex wealth needs. This role focuses on wealth transfer, legacy planning, liquidity strategies, and client advisory within a specialised international wealth advisory environment, with exposure to high-value complex client cases, a broad multi-provider platform, and collaboration with global offices.
Responsibilities
- Business Development & Client Advisory:
- Develop and manage relationships with high-net-worth individuals 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, legacy planning, estate equalisation, liquidity solutions, and 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
- 3 to 10 years of experience in private banking, wealth management, financial advisory, insurance consulting, or relationship management with affluent or high-net-worth clients
- 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 Qualifications:
- Existing network of high-net-worth or affluent clients
- Experience in life insurance or wealth structuring solutions
- Exposure to cross-border or complex client cases
About the company
A leading company in the financial services industry, this organisation provides wealth planning, wealth transfer, legacy planning, and liquidity solutions for high-net-worth clients. It supports complex client needs through insurance-based advisory solutions and collaboration with financial partners.
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