Director, Consultancy & Advisory

A prestigious international consultancy is seeking a Director of Consultancy and Advisory Services to join their Singapore team. This is an exceptional opportunity for you to play a pivotal role in delivering high-quality advisory solutions in insurance and liquidity planning, while nurturing meaningful connections with clients and business partners.

As Director of Consultancy and Advisory Services, you will be entrusted with developing strong relationships across a diverse network of clients and partners.

• Maintain consistent engagement with both clients and business partners to develop robust and sustainable referral relationships that drive business growth.
• Cultivate new client relationships on an ongoing basis to ensure a balanced portfolio of referral sources and long-term success.
• Provide professional, high-quality advice tailored to each client's unique needs regarding liquidity planning and insurance solutions.
• Achieve annual net revenue targets or other agreed-upon performance metrics as determined during annual reviews with senior leadership.
• Ensure full compliance with all internal policies as well as applicable regulatory requirements at every stage of the advisory process.
• Submit new business documentation accurately and promptly to facilitate seamless onboarding and policy issuance for clients.
• Deliver quality ongoing service to existing policyholders by conducting thorough annual policy reviews in a timely manner.
• Support fellow team members during client meetings, medical appointments, and presentations to foster a collaborative approach to service delivery.
• Actively contribute to the overall success of the department by sharing knowledge, best practices, and supporting collective goals.

Fluency in English and Mandarin is essential; proficiency in Cantonese would be advantageous for engaging with a diverse clientele including HNW clients in China.

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.: R25129986 Leher Shyam Dewani