High Net Worth Specialist (Corporate Office)

HNW Specialist (Corporate Office) - Wealth Advisory

About the Company

Our client is an established financial services group with deep heritage and strong financial fundamentals in Singapore. They serve clients across the High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) segments, delivering trusted, holistic wealth advisory solutions. Their advisers partner closely with global experts across multiple professional domains to co-create bespoke strategies supporting clients' long-term wealth objectives.

Job Description

Our client requires an HNW Specialist for a corporate role within their Private Wealth Advisory team. This is a senior trusted advisor position serving Private High-Net-Worth clients, reporting to the Head of Private Wealth Advisory. The successful candidate will lead complex wealth planning and succession conversations, delivering bespoke portfolio solutions and sophisticated legacy strategies aligned with clients' needs, wealth planning objectives, risk profiles, and regulatory requirements. The role also involves providing thought leadership by translating market insights and product expertise into high-impact advisory solutions across personal, family, and business protection portfolios.

Responsibilities

• Provide specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles
• Cultivate and maintain strong, trust-based relationships with High-Net-Worth clients and their families
• Build the High-Net-Worth business and establish strong referral relationships internally and with strategic partners
• Drive High-Net-Worth and Ultra-High-Net-Worth sales growth as a leader and influencer, contributing to overall business development
• Support clients and strategic partners throughout the insurance process, including case administration and periodic portfolio review
• Conduct and organise training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions
• Monitor and report on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations

Requirements

• Degree in Banking, Finance, or a related field
• Minimum 10 years of experience as a licensed adviser with front-line experience and a strong performance record in High-Net-Worth insurance sales
• Strong knowledge of life insurance solutions for High-Net-Worth clients
• Relevant legal, tax, trust, and wealth planning qualifications and experience
• Excellent communication and presentation skills

Preferred Qualifications

• Capital Markets and Financial Advisory Services (CMFAS) Modules 5, 9, and 9A
• Fluency in Asian languages
• Track record building strategic referral relationships

Key Competencies

• High level of integrity and accountability
• Ability to take initiative and drive improvements
• Strong accountability for business and regulatory compliance risks
• Awareness of industry trends, regulatory compliance requirements, and emerging risks

Why Join This Role

This is a corporate advisory position, not a tied agency role, offering direct reporting into Private Wealth Advisory leadership. Join an organisation with deep heritage and strong financial fundamentals, trusted by High-Net-Worth and Ultra-High-Net-Worth clients for generations. You will partner closely with global experts across multiple professional domains to co-create genuinely bespoke strategies, leading complex, sophisticated legacy strategies that shape client and family futures.

Employment Details

Employment Type: Full-Time, Permanent

Location: Singapore

Experience Level: 10+ Years