Insurance Specialist

5 days ago


Singapore beBeeWealth Full time $180,000 - $250,000
Insurance Specialist Opportunity

As an Insurance Specialist, you will be responsible for providing strategic and experienced insurance solutions to High-Net-Worth (HNW) individuals, family offices, and Ultra-High-Net-Worth (UHNW) clients.

  • Lead client engagements and insurance structuring for HNW and UHNW individuals across Southeast Asia markets
  • Design cross-border insurance strategies for wealth preservation, estate planning, and business succession
  • Collaborate with private banks, external legal/tax advisors, trustees, and internal teams to implement complex planning structures
  • Serve as a technical subject-matter expert on Universal Life (UL) and permanent life products, including premium financing options
  • Build and maintain relationships with global insurers to access exclusive and tailored UL offerings
  • Ensure full compliance with regional regulatory requirements and internal best practices

To succeed in this role, you should have:

  • 9+ years of experience in life insurance, wealth planning, private banking, or insurance brokerage serving HNW/UHNW clients
  • Solid knowledge of Southeast Asia's HNW client landscape, including cultural, regulatory, and market dynamics
  • Familiarity with cross-border estate planning, wealth structuring, and tax-efficient insurance solutions
  • Strong stakeholder management skills with a collaborative and client-centric approach
  • Relevant insurance or financial advisory licenses preferred (e.g., IBF, IIQE, or equivalent)

Key Benefits:

  • Opportunity to work with high-net-worth individuals and family offices
  • Collaborative and dynamic work environment
  • Professional growth and development opportunities


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