Estate Planning Consultant (Insurance Broker)
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To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR Whatsapp +65 8086 3812 I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '
Our client, an international insurance broker in Singapore is looking for candidates to join their expanding business as an Estate Planning Consultant.
Key Responsibilities:
- Develop and maintain strong professional relationships with Private Bankers and key referral partners.
- Collaborate with bankers to uncover and develop opportunities among HNW clients.
- Meet with clients to present customised estate planning and life insurance solutions.
- Manage, track and follow up on potential client opportunities.
- Work alongside Private Bankers through training sessions, engagement activities and ongoing collaboration.
- Ensure bankers remain informed about 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
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