Estate Planning Consultant (Insurance Broker)

Our client, an international insurance broker in Singapore is looking for candidate to join their expanding business as an Estate Planning Consultant.

Key Responsibilities:

• Build strong relationships with Private Bankers and key referral sources
• Work closely with bankers to identify and develop HNW client opportunities
• Meet clients and present tailored estate planning and life insurance solutions
• Manage and follow up on prospective client opportunities
• Partner with Private Bankers through training, engagement and ongoing collaboration
• Keep bankers updated on relevant solutions and concepts for their clients

The ideal candidate will possess the following:

• Bachelor’s degree
• 5+ years of relevant experience within financial services
• Experience in life insurance, estate planning or the HNW / Private Wealth space is preferred
• Strong communication, analytical and problem-solving skills
• Commercially driven, proactive and results-oriented
• Mature, self-motivated and committed to building a long-term career in the industry

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number:200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.