Private Wealth Advisor at Great Eastern Life Assurance Co Ltd

Cuenca, Azuay, Singapore -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

MAS Licensed, Advisory Activities, Client Relationship Management, HNW Client Management, UHNW Client Management, Corporate Client Management, Insurance Planning, Legacy Planning, Wealth Planning, Risk Profiling, Sales Growth, Case Administration, Portfolio Review, Training Organization, Pipeline Tracking, Regulatory Compliance

Industry

Insurance

Description

The Private Wealth Advisor is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored insurance & legacy planning solutions. Providing specialized advice on insurance products and wealth planning aligned with client objectives and risk profiles. Cultivating and maintaining strong, trust-based relationships with HNW clients and their families. Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners. Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments. Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review. Conduct and organize 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. Degree in Banking, Finance, or related field. CMFAS Modules 5, 9, and 9A are an advantage. 10 years+ as a licensed adviser with front line experience and performance record in HNW insurance sales. Strong knowledge of life insurance solutions for HNW clients. Possess relevant legal, tax, trust and wealth planning qualifications and experience Excellent communications and presentation skills. Fluency in Asian languages will be a plus.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

This role involves developing and managing relationships with High Net Worth (HNW), Ultra High Net Worth (UHNW), and corporate clients by delivering tailored insurance and legacy planning solutions. The advisor will also be responsible for driving sales growth, building business within Great Eastern HNW, and supporting clients through the insurance process.