Sales Director (Wealth Planning)

Our Client: Our client is a leading financial services firm with presence across ASIA, and they are seeking a Sales Director (Wealth Planning) in Singapore. This role focuses on developing and managing high-net-worth client relationships through referrals from private banks, family offices, trust companies, and strategic partners. The position builds a balanced referral portfolio, with emphasis on Greater China and North Asian HNW clients, while providing professional advice on liquidity planning, wealth transfer, insurance needs, and cross-border structures. Key Responsibilities: Build and maintain strong referral relationships with clients and partners, including private banks, family offices and trust companies. Develop new client relationships to keep the referral portfolio balanced, with a focus on Greater China and North Asian HNW clients. Give professional, high-quality advice on liquidity planning, wealth transfer and insurance needs, including cross-border and offshore structures. Meet the annual net revenue target or the amount agreed at the annual review. Comply fully with internal compliance policies and MAS regulatory requirements. Submit new business documents promptly and accurately. Serve existing policyholders well, including timely annual policy reviews. Support colleagues in client meetings, medicals and presentations, including Mandarin-language sessions. Requirements: Bachelor's degree or above in Finance, Business or a related discipline. Valid MAS licence (CMFAS modules relevant to life insurance and investment products). Candidates without a current licence must get one after joining. At least 8 years in sales or relationship management, preferably in insurance, bancassurance or private banking. Proven experience serving Greater China or North Asian HNW clients, including offshore or cross-border business. The role involves advising and preparing documents for Mandarin-speaking clients. Strong relationship-building, communication and presentation skills. Proactive, self-motivated and disciplined, with integrity and real commitment to clients' needs. Able to juggle multiple priorities and meet tight deadlines.

EA Licence No: 23S1615