High Net Worth Client Relationship Manager
1 day ago
Huahai Consult Pte Ltd is a leading wealth solutions platform providing bespoke services in insurance, cross-border financial planning, and family governance to ultra-high-net-worth individuals, families, and institutions in Asia.
We are committed to delivering personalized solutions tailored to the unique needs of our clients, to achieve their financial goals and preserve their legacy. With a pioneering approach and a strong presence in Asia, we are expanding our team to drive growth across Southeast Asia.
Job Overview
This is a full-time on-site role, located in Singapore. The manager will be responsible for developing and managing relationships with high-net-worth clients, understanding their financial needs, and providing tailored solutions.
Daily tasks include identifying new business opportunities, creating and presenting financial strategies, and collaborating with internal teams to deliver comprehensive services to clients.
Main Responsibilities
- Develop and manage relationships with high-net-worth clients
- Understand client financial needs and provide tailored solutions
- Identify new business opportunities and create financial strategies
- Collaborate with internal teams to deliver comprehensive services to clients
- Promote and sell financial and lifestyle products
Key Requirements
- Bilingual proficiency in English and Mandarin (both written and spoken)
- At least 10 years of experience in finance, insurance, or wealth management
- Certification in insurance or general insurance education certificate
- Good understanding of insurance products
- Experience handling high net worth clients from China
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