HNW Insurance Broker

Our client is actively hiring for an experienced Insurance Consultant with expertise in serving High-Net-Worth (HNW) clients to support the expansion of our business in North Asia. The ideal candidate will play a key role in developing new opportunities and managing client relationships, with a primary focus in Taiwan, Hong Kong, and China markets.

Our client is a leading financial services provider specialising in offering tailored insurance solutions to meet the unique needs of their HNW clients.

Role Overview
Our client is actively hiring for an experienced Insurance Consultant with expertise in serving High-Net-Worth (HNW) clients to support the expansion of our business in North Asia. The ideal candidate will play a key role in developing new opportunities and managing client relationships, with a primary focus in Taiwan, Hong Kong, and China markets.

Key Responsibilities

• Offer personalised financial advisory services to potential clients through referrals and collaborations with private banks, family offices, and external asset managers.
• Build and nurture strong relationships with clients and partners to understand their financial objectives and provide tailored advice, including recommending suitable life insurance solutions for HNW and ultra-HNW clients.
• Conduct comprehensive financial assessments and analyses to identify client needs and recommend appropriate financial products and services.
• Prepare and deliver engaging presentations on financial planning while addressing general ad-hoc queries and technical concerns from existing clients and partners.
• Stay informed about industry trends, regulatory updates, and compliance requirements under MAS regulations by attending training sessions, seminars, and marketing initiatives.
• Collaborate effectively with team members to ensure client satisfaction, successful implementation of financial plans, and continuous professional development.

Requirements

• Strong interpersonal skills with excellent communication and relationship management abilities.
• Familiarity with the North Asia market is advantageous but not mandatory.
• Relevant CMFAS certifications (M5, M9, M9A, HI).

What’s next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan