Director - Hnw Advisory

1 week ago

Singapore PERENNIAL HR PTE. LTD. Full time

Our client is a respected name in the financial services sector, offering tailored advisory services to high-net-worth individuals across the region. As part of their expansion, they are looking for an experienced and driven professional to join their advisory team in Singapore, focusing on insurance and liquidity planning.

This position is ideal for someone who excels in cultivating deep, long-term relationships and providing solutions that create real value for clients. You will play a pivotal role in building new business channels while delivering professional advice with integrity and insight.

**Key Responsibilities**:

- Actively engage with clients and partners to foster strong, sustainable referral relationships.
- Build a balanced pipeline of new client introductions through ongoing business development.
- Advise clients on insurance and liquidity planning, offering well-structured, compliant solutions.
- Meet agreed annual revenue targets through high-quality advisory engagements.
- Ensure timely submission of documentation and maintain full adherence to internal controls and regulatory requirements.
- Provide regular reviews and servicing to existing policyholders to strengthen client retention.
- Collaborate with colleagues in meetings, client servicing, and case preparation.

**Requirements**:
EA No 23S1936

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