HNW Business Development Specialist

1 day ago


Singapore beBeeRelationship Full time

Relationship Manager Position

We are seeking a Relationship Manager to join our organization and expand HNW business through various sources. The ideal candidate will actively bond with clients, identify their financial needs, and provide suitable wealth solutions while adhering to regulatory requirements.

  • Competitive salary package
  • Opportunity to work with high-net-worth individuals to build their financial portfolios
  • Promotion path to senior management roles
  • Cordial and professional work environment

Key Responsibilities:

  • Bond with clients and understand their financial needs
  • Establish and manage relationships with HNWI customers
  • Provide quality services to clients, addressing their inquiries and needs
  • Match financial products with client needs to manage their total wealth
  • Aquire, develop, and maintain new clients

Requirements:

  • Degree holder with at least 3 years of experience in business development, sales, or client acquisition in wealth management
  • Strong network of HNW clients with a proven track record
  • Good knowledge of financial products
  • CMFAS certification is an added advantage
  • Driven and self-motivated individual with a passion for sales
  • Proficiency in English and Mandarin languages
  • Willingsness to travel occasionally


  • Singapore Ethos BeathChapman Full time

    **Job Details**: **Location** Singapore **Salary** Competitive Salary **Job Type** Permanent **Ref** BH-179153 **Contact** Sharanya Sabnani- **Posted** about 4 hours ago - A dynamic global Insurance Company - Perm Role with excellent benefits and career growth - Dynamic and high calibre team **The Company**: **Responsibilities**: - Enhance and...

  • Hnw Distribution

    1 week ago


    Singapore FWD Group Management Holdings Limited Full time

    HNW Distribution In Singapore, FWD aims to change the way people feel about insurance by leveraging technology to deliver products and services that are relevant, easy to understand and always convenient for our customers. To this end, we have a direct-to-consumer (DTC) platform that allows customers to buy their preferred life and general insurance...


  • Singapore AIA Singapore Private Limited Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing,...


  • Singapore beBeeProfessional Full time $80,000 - $120,000

    With the high net worth market experiencing unprecedented growth, we are excited to invite a dynamic and innovative professional to drive exceptional value.We are seeking a highly skilled executor and communicator who is passionate about fostering a robust and sustainable corporate learning culture and making a significant impact in the HNW space. This is an...

  • New Business Manager

    2 weeks ago


    Singapore KAIROS GLOBAL SEARCH PTE. LTD. Full time

    Our client is a reputable life insurance company with a dedicated focus on serving high-net-worth (HNW) clients. They provide sophisticated life insurance solutions that support legacy planning, wealth protection, and estate structuring for affluent individuals and families. They are now seeking a **New Business Manager**and this person will be responsible...


  • Singapore KAIROS GLOBAL SEARCH PTE. LTD. Full time $90,000 - $120,000 per year

    Job Description: Our client is a leading High Net-Worth (HNW) Insurance Broker specializing in providing comprehensive life insurance solutions to affluent clients. They deliver customized insurance products that cater to the unique needs of HNW individuals, helping them secure their wealth and legacy. They are seeking a driven and experienced HNW Life...


  • Singapore AIA Full time

    At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. - It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our...


  • Singapore KAIROS GLOBAL SEARCH PTE. LTD. Full time

    Our client is a premier **High Net Worth (HNW) insurance brokerage**, specializing in bespoke insurance solutions for affluent individuals, families, and institutions. Known for their personalized service and discretion, they work with leading insurers to deliver tailored policies that protect their clients' wealth and lifestyle. They are seeking a...


  • Sun Life Singapore SCO - Exec Sun Life Full time $150,000 - $200,000 per year

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Singapore KAIROS GLOBAL SEARCH PTE. LTD. Full time

    Our client is a leading **High Net-Worth (HNW) Insurance Broker**specializing in providing comprehensive life insurance solutions to affluent clients. They deliver customized insurance products that cater to the unique needs of HNW individuals, helping them secure their wealth and legacy. They are seeking a driven and experienced **HNW Life Insurance Sales...