Estate Planning Consultant (Insurance Broker)
Estate Planning Consultant (Insurance Broker)
Job Details
Vacancies
1 position
Experience Required
No experience required
Job Description
Our client, an international insurance broker in Singapore is looking for candidate to join their expanding business as an Estate Planning Consultant.
Key Responsibilities:
- Build strong relationships with Private Bankers and key referral sources
- Work closely with bankers to identify and develop HNW client opportunities
- Meet clients and present tailored estate planning and life insurance solutions
- Manage and follow up on prospective client opportunities
- Partner with Private Bankers through training, engagement and ongoing collaboration
- Keep bankers updated on relevant solutions and concepts for their clients
The ideal candidate will possess the following:
- Bachelor’s degree
- 5+ years of relevant experience within financial services
- Experience in life insurance, estate planning or the HNW / Private Wealth space is preferred
- Strong communication, analytical and problem-solving skills
- Commercially driven, proactive and results-oriented
- Mature, self-motivated and committed to building a long-term career in the industry
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [email protected]. Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number:200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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AMBITION GROUP SINGAPORE PTE. LTD.
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