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BEATHCHAPMAN (PTE. LTD.) Hiring! Full Time HNW Wealth Planner in Islandwide (Singapore), Earn up to SGD 7,000 - Ricebowl

HNW Wealth Planner

BEATHCHAPMAN (PTE. LTD.)

SGD7,000 - SGD7,000 Per Month

Islandwide (Singapore)

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Working Location

  • Islandwide (Singapore) Singapore

Job Description

Responsibilities

The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients.

Job Responsibilities

  • Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible
  • Develop and maintain relationships with clients and understand their insurance needs
  • Provide clients with sound advice on insurance products and recommend suitable solutions
  • Ensure compliance with regulatory requirements and industry standards
  • Work closely with insurance underwriters to secure the best terms and coverage for clients

Requirements & Skills

  • Bachelor's Degree in Business or Finance
  • Minimum 5 years of experience within the banking and financial services industry
  • Excellent communication and interpersonal skills
  • Highly organized and detail-oriented, with the ability to manage multiple clients and policies simultaneously
  • Strong sales track record

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112

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