HNW Wealth Planner

BEATHCHAPMAN (PTE. LTD.)

Islandwide
Sgd 7,000 - 13,000 / monthly pm
On-site
Wealth management
Front office
Asset management
BEATHCHAPMAN (PTE. LTD.) is seeking a High Net Worth (HNW) Wealth Planner to join their established insurance brokerage firm. The ideal candidate will have a strong background in banking and financial services, along with excellent communication skills to manage client relationships and sales

Job Summary

  • The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients
  • R2199597 BeathChapman Pte Ltd Licence no

Matching Summary

Match Score: 85

BEATHCHAPMAN (PTE. LTD.) is seeking a High Net Worth (HNW) Wealth Planner to join their established insurance brokerage firm. The ideal candidate will have a strong background in banking and financial services, along with excellent communication skills to manage client relationships and sales.

Salary

SGD 7,000 - 13,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Front Office
  • Asset Management
  • Able To Multitask
  • Interpersonal Skills

Nice-to-have

  • Private Banking
  • Risk Management
  • Cross Selling
  • Networking
  • Presentation Skills
  • Regulatory Requirements
  • Wealth Preservation
  • Business Development
  • Financial Services
  • Able To Work Independently

Key Requirements

  • Minimum 5 years experience

Work Rights

Tailored Resume

Cover Letter