Private Wealth Advisor (HNW / UHNW Clients)

REVUP CONSULTING PTE. LTD.

Singapore
10+ years hnw insurance advisory experience
Proven track record in client acquisition
Deep knowledge of wealth planning solutions
The role involves managing and growing relationships with High Net Worth clients while delivering tailored insurance and wealth planning solutions

Job Summary

  • The role involves managing and growing relationships with High Net Worth clients while delivering tailored insurance and wealth planning solutions.
  • Candidates will be responsible for advising on legacy planning, driving new business opportunities, and ensuring full regulatory compliance.
  • The position offers access to a strong existing HNW client base and a supportive environment with robust product capabilities.

Matching Summary

Match Score: 85

The role involves managing and growing relationships with High Net Worth clients while delivering tailored insurance and wealth planning solutions.

Skills & Requirements

Must-have

  • 10+ years HNW insurance advisory experience
  • Proven track record in client acquisition
  • Deep knowledge of wealth planning solutions

Nice-to-have

  • Strong referral generation capabilities
  • Holistic solution delivery mindset
  • Collaborative internal partnership skills

Key Requirements

  • 10+ years in HNW insurance or wealth advisory
  • CMFAS certifications preferred
  • Experience in succession planning

Work Rights

Not specified

Tailored Resume

Cover Letter