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High Net Worth Insurance Specialist

Phillip Securities
Singapore
S$3,800-S$4,500 p/m
Insurance & Superannuation → Brokerage
Full-time
On-site

Posted 2 days ago


Role Overview:

We are seeking an experienced and dynamic sales professional to drive our High Net Worth (HNW) insurance business. This role focuses on curating bespoke HNW insurance solutions, empowering our advisers and external partners through training, and implementing strategies to grow HNW insurance sales across multiple channels.

Responsibilities:

Curate HNW Insurance Solutions

Research, analyze, and onboard specialized HNW life insurance products tailored for affluent clients.

Stay ahead of market trends and competitor offerings to ensure a best-in-class product suite.

Drive Business Growth

Identify and develop new business opportunities within the HNW segment.

Collaborate with internal teams and external partners to execute targeted marketing and sales strategies.

Training & Enablement

Conduct regular and ad-hoc engagement sessions for advisers and partners to enhance product knowledge and sales effectiveness.

Develop training materials and best practices for HNW insurance advisory.

Relationship Management and Client Servicing

Build and maintain strong relationships with key stakeholders, including financial advisers, distribution partners, insurers and end clients.

Provide prompt and effective support to sales channels and end clients.

Compliance & Governance

Ensure all activities comply with MAS regulations and internal policies.

Requirements:

Degree in any discipline

Minimum 2 years of experience in life insurance sales, preferably in HNW insurance sales

CMFAS certifications (Modules 5, 9, 9A & Health Insurance)

Strong understanding of HNW client needs and bespoke insurance solutions

Excellent communication, presentation, and interpersonal skills

Motivated, proactive, and able to work independently and collaboratively

Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous.


About Phillip Securities

Singapore
Banking & Financial Services
501-1000 employees

Since 1975, PhillipCapital has grown as an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail, corporate and institutional customers.

Our comprehensive suite of financial products and services includes fund management, managed accounts, unit trusts, insurance planning, regular savings, contracts for difference, exchange traded funds, investment research, equity financing, property; and broking in bonds, securities, futures, foreign exchange, precious metals and commodities. Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions.

PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries, with offices in Singapore, Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, UAE, UK, France, Turkey, Australia and USA.

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