Senior Wealth Manager

2 weeks ago

Singapore beBeeInsurance Full time $150,000 - $200,000
Job Title

A strategic and experienced High-Net-Worth Insurance Professional is sought to drive growth and service excellence across the Southeast Asia region.

  • Key Responsibilities:
  • Lead client engagements and insurance structuring for HNW and UHNW individuals across key SEA 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 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
  • Requirements:
  • 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)
Professional Skills
  • Management Skills
  • Brokerage
  • Dynamics
  • Reinsurance
  • Wealth
  • Private Banking
  • Risk Management
  • General Insurance
  • Life Insurance
  • Estate Planning
  • Financial Advisory
  • Regulatory Requirements
  • Wealth Preservation
  • Service Excellence
  • Stakeholder Management

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