Business Development & Strategic Partnerships – HNW insurance and wealth solutions

About the job

The role will focus on developing strategic referral partnerships across the private wealth ecosystem and generating new business opportunities through professional intermediaries.

* This is not a sales role.*

Key Responsibilities

• Develop and manage referral partnerships with private banks, family offices, trust companies, law firms, accounting firms and other professional intermediaries.

• Generate HNW/UHNW business opportunities through strategic partnerships and referral channels.

• Identify client wealth planning needs and facilitate appropriate solutions through professional partners.

• Build and maintain strong relationships across the private wealth ecosystem.

• Represent the business at industry events, networking forums and client seminars.

Requirements

• Minimally 6 years of relevant experience within business development, private banking, wealth management, trust/fiduciary services, insurance, family office or professional services.
• Strong understanding of the Thai Market is a plus.
• Strong network of professional intermediaries and referral partners.
• Good understanding of trust structures, estate planning, succession planning and wealth preservation.
• Strong communication, networking and stakeholder management skills.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112